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Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years (0P0000X5FP)

US Funds

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41.810 -0.300 -0.71%

13/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000X5FP Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FP) fund. Our SC Future Scholar 529 Direct Age-Based Conservativ 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	0.320	1.250	0.930
Stocks	61.120	61.120	0.000
Bonds	38.510	38.550	0.040
Convertible	0.010	0.010	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.513	17.776
Price to Book	2.739	2.501
Price to Sales	1.887	1.854
Price to Cash Flow	12.057	10.820
Dividend Yield	1.815	2.191
5 Years Earnings Growth	10.186	10.890

Sector Allocation

Name	Net %	Category Average
Technology	23.680	20.139
Financial Services	16.080	15.498
Industrials	12.180	10.778
Consumer Cyclical	12.100	11.042
Healthcare	10.300	11.623
Communication Services	6.970	8.453
Consumer Defensive	5.400	6.383
Energy	3.820	3.663
Real Estate	3.660	6.138
Basic Materials	3.330	3.569
Utilities	2.480	2.717

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	-	34.42	-	-
Vanguard Total Bond Market II Idx I	-	11.40	-	-
Vanguard Developed Markets Index Ins Pls	-	10.68	-	-
Columbia Mid Cap Index Inst	-	10.00	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	7.92	58.92	-0.29%
Vanguard Mortgage-Backed Securities	US92206C7719	7.25	45.98	-0.35%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	6.59	81.09	-0.09%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.01	41.02	+2.47%
SPDR Portfolio High Yield Bond	US78468R6062	3.76	23.43	+0.47%
Vanguard Emerging Mkts Govt Bd ETF	-	1.84	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	378.39M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Modea	326.24M	2.00	5.21	6.67
SC Future Scholar Advisor 529 Colua	259.73M	2.05	4.50	5.68
SC Future Scholar 529 Direct Large	234.98M	1.39	12.34	12.76
SC Future Scholar 529 Direct Growth	217.08M	1.92	7.77	8.89

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Recent Quotes

Name	Price	Chg.	Chg. %
SC Future Scholar.	41.810	-0.300	-0.71%
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UBS (Lux) Bond SI.	134.700	+0.210	+0.16%