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Sc Future Scholar Advisor 529 Moderate Growth Portfolio I (0P0000O69O)

US Funds

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52.960 -0.010 -0.02%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 10.08M

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

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0P0000O69O Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Moderate Growth Port (0P0000O69O) fund. Our SC Future Scholar Advisor 529 Moderate Growth Port 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	2.490	6.680	4.190
Stocks	62.670	62.680	0.010
Bonds	32.740	33.230	0.490
Convertible	1.850	1.850	0.000
Preferred	0.130	0.130	0.000
Other	0.110	0.110	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.986	17.759
Price to Book	2.604	2.942
Price to Sales	1.663	2.093
Price to Cash Flow	11.325	11.905
Dividend Yield	1.919	2.116
5 Years Earnings Growth	11.563	11.335

Sector Allocation

Name	Net %	Category Average
Technology	24.030	23.072
Financial Services	13.950	15.468
Industrials	12.090	10.637
Healthcare	11.630	13.146
Consumer Cyclical	10.880	9.377
Communication Services	7.440	7.004
Consumer Defensive	5.580	6.535
Energy	4.710	5.035
Basic Materials	3.750	3.419
Real Estate	3.490	3.366
Utilities	2.450	2.940

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 20

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Columbia Contrarian Core Inst	-	13.83	-	-
Columbia Large Cap Index Inst	-	11.61	-	-
Columbia Mid Cap Index Inst	-	10.14	-	-
Columbia US Treasury Index Inst	-	9.40	-	-
Columbia Total Return Bond Inst	-	7.37	-	-
Columbia Overseas Core Institutional	-	7.36	-	-
Columbia Quality Income Inst	-	6.59	-	-
Columbia Corporate Income Inst	-	6.20	-	-
Columbia Small Cap Index Inst	-	5.51	-	-
Columbia Income Opportunities Inst	-	3.76	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	388.9M	14.34	5.62	9.67
SC Future Scholar Advisor 529 Modea	339.09M	10.27	2.65	6.78
SC Future Scholar Advisor 529 Colua	265.39M	9.09	2.16	5.74
SC Future Scholar 529 Direct Large	247.9M	20.75	8.90	12.79
SC Future Scholar 529 Direct Growth	222.66M	13.43	5.02	9.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	52.960	-0.010	-0.02%