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Sc Future Scholar 529 (direct) Moderate Growth Portfolio (0P0000O6O4)

US Funds

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42.300 +0.060 +0.14%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 210.74M

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0P0000O6O4 Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Moderate Growth Portf (0P0000O6O4) fund. Our SC Future Scholar 529 Direct Moderate Growth Portf 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	0.820	1.530	0.710
Stocks	63.100	63.100	0.000
Bonds	36.040	36.120	0.080
Convertible	0.010	0.010	0.000
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.690	17.746
Price to Book	2.711	2.935
Price to Sales	1.812	2.091
Price to Cash Flow	11.843	11.928
Dividend Yield	1.845	2.110
5 Years Earnings Growth	11.547	11.379

Sector Allocation

Name	Net %	Category Average
Technology	23.600	23.103
Financial Services	15.010	15.493
Industrials	12.220	10.625
Healthcare	11.610	13.259
Consumer Cyclical	11.120	9.266
Communication Services	6.330	6.948
Consumer Defensive	5.710	6.568
Energy	4.150	5.078
Real Estate	4.030	3.340
Basic Materials	3.650	3.406
Utilities	2.560	2.911

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	-	36.22	-	-
Vanguard Developed Markets Index Ins Pls	-	10.57	-	-
Columbia Mid Cap Index Inst	-	10.13	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	8.53	58.42	-0.33%
Vanguard Mortgage-Backed Securities	US92206C7719	7.81	45.52	-0.34%
Vanguard Total Bond Market II Idx I	-	7.38	-	-
Vanguard Intermediate-Term Corporate Bond	US92206C8709	7.11	80.94	-0.24%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.53	45.20	+1.05%
SPDR Portfolio High Yield Bond	US78468R6062	3.95	23.61	+0.13%
Vanguard Emerging Mkts Govt Bd ETF	-	1.98	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	368.26M	16.58	8.09	10.10
SC Future Scholar Advisor 529 Modea	327.69M	12.56	4.38	7.21
SC Future Scholar Advisor 529 Colua	256.24M	11.34	3.69	6.14
SC Future Scholar 529 Direct Large	233.95M	21.89	11.73	13.17
SC Future Scholar 529 Direct Growth	211.73M	15.62	7.31	9.42

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	42.300	+0.060	+0.14%
	Sycomore Partners.	1,608.940	+4.880	+0.30%