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Sc Future Scholar 529 (direct) Conservative Portfolio (0P0000O6WY)

US Funds

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20.690 +0.010 +0.05%

28/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 200.65M

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0P0000O6WY Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Conservative Portfoli (0P0000O6WY) fund. Our SC Future Scholar 529 Direct Conservative Portfoli 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	38.420	38.720	0.300
Stocks	10.140	10.140	0.000
Bonds	51.420	51.490	0.070
Convertible	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.293	15.016
Price to Book	4.380	2.445
Price to Sales	2.918	1.961
Price to Cash Flow	15.015	8.506
Dividend Yield	1.404	2.189
5 Years Earnings Growth	10.994	21.474

Sector Allocation

Name	Net %	Category Average
Technology	31.970	22.906
Financial Services	13.650	14.755
Consumer Cyclical	11.580	17.792
Healthcare	10.490	11.170
Communication Services	9.940	9.157
Industrials	7.390	9.406
Consumer Defensive	5.480	4.800
Energy	3.150	5.245
Utilities	2.530	5.046
Real Estate	2.080	4.789
Basic Materials	1.730	15.292

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Intermediate-Term Government Bond	US92206C7065	16.06	59.40	+0.17%
Columbia Large Cap Index Inst	-	10.13	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	9.38	46.31	+0.06%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	9.30	81.76	+0.11%
Vanguard Total Bond Market II Idx I	-	9.13	-	-
SPDR Portfolio High Yield Bond	US78468R6062	5.31	23.42	+0.04%
Vanguard Emerging Mkts Govt Bd ETF	-	2.64	-	-

Top Bond Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar Advisor 529 Coluc	28.36M	1.72	1.90	2.14
SC Future Scholar Advisor 529 Coluz	17.96M	1.86	2.66	2.91
SC Future Scholar Advisor 529 Colue	11.77M	1.79	2.16	2.40
SC Future Scholar 529 Direct Bond I	11.56M	2.63	-0.44	1.45
SC Future Scholar TIPS Bond ETF 529	4.58M	3.34	-0.95	2.18

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SC Future Scholar.	20.690	+0.010	+0.05%
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