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Sc Future Scholar 529 (direct) Age-based Aggressive Track 10-11 Years (0P0000O6PC)

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38.050 +0.150    +0.40%
21/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 182.94M
SC Future Scholar 529 Direct Age-Based Aggressive 38.050 +0.150 +0.40%

0P0000O6PC Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Aggressive (0P0000O6PC) fund. Our SC Future Scholar 529 Direct Age-Based Aggressive 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 3.660 4.480 0.820
Stocks 52.790 52.790 0.000
Bonds 43.510 43.670 0.160
Convertible 0.020 0.020 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.928 18.030
Price to Book 2.780 2.626
Price to Sales 1.842 1.917
Price to Cash Flow 11.949 11.200
Dividend Yield 1.823 2.104
5 Years Earnings Growth 11.347 11.313

Sector Allocation

Name  Net % Category Average
Technology 24.660 20.811
Financial Services 14.640 15.014
Industrials 12.060 10.766
Consumer Cyclical 11.310 10.726
Healthcare 11.110 11.731
Communication Services 6.540 7.994
Consumer Defensive 5.640 6.324
Real Estate 3.940 6.676
Energy 3.930 3.627
Basic Materials 3.530 3.587
Utilities 2.630 2.741

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Large Cap Index Inst - 32.11 - -
  Vanguard Intermediate-Term Government Bond US92206C7065 11.66 58.35 +0.02%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 9.07 81.02 +0.07%
  Vanguard Mortgage-Backed Securities US92206C7719 8.73 45.77 +0.24%
Columbia Mid Cap Index Inst - 8.18 - -
Vanguard Total Bond Market II Idx I - 7.59 - -
Vanguard Developed Markets Index Ins Pls - 7.57 - -
  SPDR Portfolio S&P 600 Small Cap US78468R8530 4.46 48.61 +1.61%
  SPDR Portfolio High Yield Bond US78468R6062 4.43 23.77 +0.04%
Vanguard Emerging Mkts Govt Bd ETF - 2.19 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.26M 14.34 5.62 9.67
  SC Future Scholar Advisor 529 Modea 335.63M 10.27 2.65 6.78
  SC Future Scholar Advisor 529 Colua 262.66M 9.09 2.16 5.74
  SC Future Scholar 529 Direct Large 244.77M 20.75 8.90 12.79
  SC Future Scholar 529 Direct Growth 219.42M 13.43 5.02 9.01
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