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Sc Future Scholar 529 (direct) Moderate Growth Portfolio (0P0000O6O4)

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40.670 -0.080 -0.20%

20/06 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 210.74M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000O6O4 Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Moderate Growth Portf (0P0000O6O4) fund. Our SC Future Scholar 529 Direct Moderate Growth Portf portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	0.290	1.300	1.010
Stocks	62.490	62.490	0.000
Bonds	37.190	37.260	0.070
Convertible	0.010	0.010	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.540	17.235
Price to Book	2.547	2.793
Price to Sales	1.677	1.955
Price to Cash Flow	10.998	11.378
Dividend Yield	1.979	2.205
5 Years Earnings Growth	11.060	11.148

Sector Allocation

Name	Net %	Category Average
Technology	22.460	21.589
Financial Services	14.570	15.328
Industrials	12.690	10.987
Consumer Cyclical	11.670	9.541
Healthcare	11.140	13.676
Communication Services	6.420	6.858
Consumer Defensive	5.920	6.918
Energy	4.740	5.484
Basic Materials	3.970	3.521
Real Estate	3.780	3.333
Utilities	2.650	2.763

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Index Inst	-	35.86	-	-
Vanguard Developed Markets Index Ins Pls	-	11.18	-	-
Columbia Mid Cap Index Inst	-	10.07	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	8.63	58.45	+0.03%
Vanguard Total Bond Market II Idx I	-	8.08	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	7.54	45.75	+0.09%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	7.21	80.35	+0.07%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	4.81	41.16	-0.05%
SPDR Portfolio High Yield Bond	US78468R6062	3.87	23.29	+0.09%
Vanguard Emerging Mkts Govt Bd ETF	-	1.95	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	372.98M	8.08	5.46	9.30
SC Future Scholar Advisor 529 Modea	332.45M	4.98	2.00	6.49
SC Future Scholar Advisor 529 Colua	250.41M	4.12	1.45	5.46
SC Future Scholar 529 Direct Growth	219.22M	7.27	4.82	8.66
SC Future Scholar 529 Direct Age B6	210.74M	5.08	2.87	6.90

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	40.670	-0.080	-0.20%
	iShares Global RE.	41.88	+0.05	+0.12%