
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.250 | 6.350 | 4.100 |
Stocks | 62.240 | 62.240 | 0.000 |
Bonds | 33.430 | 33.950 | 0.520 |
Convertible | 1.760 | 1.760 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.302 | 17.826 |
Price to Book | 2.608 | 2.959 |
Price to Sales | 1.731 | 2.102 |
Price to Cash Flow | 11.518 | 11.816 |
Dividend Yield | 1.821 | 2.125 |
5 Years Earnings Growth | 10.418 | 10.431 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.270 | 23.208 |
Financial Services | 14.910 | 16.037 |
Consumer Cyclical | 11.830 | 9.820 |
Industrials | 11.550 | 10.708 |
Healthcare | 10.390 | 12.497 |
Communication Services | 7.800 | 7.141 |
Consumer Defensive | 5.270 | 6.358 |
Energy | 4.560 | 4.730 |
Real Estate | 3.160 | 3.310 |
Basic Materials | 2.900 | 3.193 |
Utilities | 2.350 | 2.995 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 14.05 | - | - | |
Columbia Large Cap Index Inst | - | 10.74 | - | - | |
Columbia Mid Cap Index Inst | - | 10.02 | - | - | |
Columbia US Treasury Index Inst | - | 9.35 | - | - | |
Columbia Total Return Bond Inst | - | 7.95 | - | - | |
Columbia Overseas Core Institutional | - | 7.20 | - | - | |
Columbia Quality Income Inst | - | 6.60 | - | - | |
Columbia Corporate Income Inst | - | 6.17 | - | - | |
Columbia Small Cap Index Inst | - | 5.49 | - | - | |
Columbia Income Opportunities Inst | - | 3.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 400.11M | 3.02 | 8.22 | 10.18 | ||
SC Future Scholar Advisor 529 Colua | 268.54M | 2.05 | 3.95 | 6.00 | ||
SC Future Scholar 529 Direct Large | 255.79M | 2.76 | 11.70 | 13.55 | ||
SC Future Scholar 529 Direct Growth | 228.51M | 2.74 | 7.41 | 9.45 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 2.25 | 5.27 | 7.46 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review