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Sc Future Scholar 529 (direct) Conservative Portfolio (0P0000O6WY)

US Funds

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20.520 +0.010 +0.05%

26/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 206.35M

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Bond

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0P0000O6WY Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Conservative Portfoli (0P0000O6WY) fund. Our SC Future Scholar 529 Direct Conservative Portfoli portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	39.390	39.690	0.300
Stocks	10.960	10.960	0.000
Bonds	49.630	49.680	0.050
Convertible	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.133	14.630
Price to Book	4.441	2.516
Price to Sales	2.956	1.905
Price to Cash Flow	15.976	8.936
Dividend Yield	1.415	2.224
5 Years Earnings Growth	10.750	23.024

Sector Allocation

Name	Net %	Category Average
Technology	32.990	22.686
Financial Services	12.930	14.182
Healthcare	11.160	11.373
Consumer Cyclical	10.230	17.239
Communication Services	9.100	8.369
Industrials	7.550	9.630
Consumer Defensive	5.760	5.519
Energy	3.370	5.269
Utilities	2.700	5.197
Real Estate	2.280	5.106
Basic Materials	1.930	15.809

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Intermediate-Term Government Bond	US92206C7065	15.19	57.83	-0.03%
Columbia Large Cap Index Inst	-	10.94	-	-
Vanguard Total Bond Market II Idx I	-	10.31	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	8.88	45.22	-0.05%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	8.84	80.22	-0.14%
SPDR Portfolio High Yield Bond	US78468R6062	5.06	23.45	-0.31%
Vanguard Emerging Mkts Govt Bd ETF	-	2.51	-	-

Top Bond Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar Advisor 529 Coluc	29.11M	5.65	0.88	2.12
SC Future Scholar Advisor 529 Coluz	18.05M	6.34	1.64	2.89
SC Future Scholar Advisor 529 Colue	12.09M	5.85	1.15	2.37
SC Future Scholar 529 Direct Bond I	10.37M	3.10	-1.95	1.47
SC Future Scholar TIPS Bond ETF 529	4.42M	3.49	-1.82	2.09

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	20.520	+0.010	+0.05%