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

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40.600 -0.010    -0.02%
13/06 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 210.74M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar 529 Direct Moderate Growth Portf 40.600 -0.010 -0.02%

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

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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 17.178
Price to Book 2.547 2.786
Price to Sales 1.677 1.948
Price to Cash Flow 10.998 11.329
Dividend Yield 1.979 2.211
5 Years Earnings Growth 11.060 11.132

Sector Allocation

Name  Net % Category Average
Technology 22.460 21.598
Financial Services 14.570 15.325
Industrials 12.690 10.985
Consumer Cyclical 11.670 9.555
Healthcare 11.140 13.682
Communication Services 6.420 6.846
Consumer Defensive 5.920 6.916
Energy 4.740 5.472
Basic Materials 3.970 3.526
Real Estate 3.780 3.339
Utilities 2.650 2.756

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 58.53 +0.12%
Vanguard Total Bond Market II Idx I - 8.08 - -
  Vanguard Mortgage-Backed Securities US92206C7719 7.54 45.72 +0.18%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 7.21 80.49 +0.01%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 4.81 40.91 -1.40%
  SPDR Portfolio High Yield Bond US78468R6062 3.87 23.19 -0.41%
Vanguard Emerging Mkts Govt Bd ETF - 1.95 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 371.33M 8.08 5.46 9.30
  SC Future Scholar Advisor 529 Modea 331.08M 4.98 2.00 6.49
  SC Future Scholar Advisor 529 Colua 249.53M 4.12 1.45 5.46
  SC Future Scholar 529 Direct Growth 218.33M 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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