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Sc Future Scholar 529 (direct) Age-based Moderate Track 0-3 Years (0P0000X5FJ)

US Funds

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49.370 +0.700 +1.44%

11/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: N/A

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0P0000X5FJ Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FJ) fund. Our SC Future Scholar 529 Direct Age-Based Moderate Tr 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	0.220	5.360	5.140
Stocks	81.480	81.480	0.000
Bonds	18.260	18.290	0.030
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	18.453	17.006
Price to Book	2.759	2.327
Price to Sales	1.875	1.704
Price to Cash Flow	11.731	9.473
Dividend Yield	1.855	2.400
5 Years Earnings Growth	10.871	10.261

Sector Allocation

Name	Net %	Category Average
Technology	24.070	19.632
Financial Services	16.420	16.009
Industrials	11.730	10.704
Consumer Cyclical	11.410	10.715
Healthcare	10.390	11.489
Communication Services	6.940	7.302
Consumer Defensive	5.700	6.598
Energy	3.850	4.093
Real Estate	3.640	7.030
Basic Materials	3.280	3.549
Utilities	2.560	2.880

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	-	48.22	-	-
Vanguard Developed Markets Index Ins Pls	-	14.49	-	-
Columbia Mid Cap Index Inst	-	11.76	-	-
Vanguard Total Bond Market II Idx I	-	8.68	-	-
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.68	37.47	-0.25%
Vanguard Mortgage-Backed Securities	US92206C7719	2.99	45.81	+0.01%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	2.23	80.49	+0.09%
SPDR Portfolio High Yield Bond	US78468R6062	1.82	22.87	+0.07%
Vanguard Intermediate-Term Government Bond	US92206C7065	1.69	59.23	+0.14%
Vanguard Emerging Mkts Stock Idx Instl	-	1.53	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	373.1M	-2.25	6.29	9.13
SC Future Scholar Advisor 529 Modea	321.22M	-0.85	4.19	6.43
SC Future Scholar Advisor 529 Colua	256.61M	-0.37	3.80	5.47
SC Future Scholar 529 Direct Large	232.68M	-4.36	8.86	12.29
SC Future Scholar 529 Direct Growth	214M	-1.84	5.88	8.54

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