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Sc Future Scholar Advisor 529 Age-based Moderate 6-7 Years I (0P0000X5E0)

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51.760 +0.030    +0.06%
08/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar Advisor 529 Age-Based Moderate 6 51.760 +0.030 +0.06%

0P0000X5E0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Moderate 6 (0P0000X5E0) fund. Our SC Future Scholar Advisor 529 Age-Based Moderate 6 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 2.550 6.800 4.250
Stocks 62.710 62.730 0.020
Bonds 32.610 33.130 0.520
Convertible 1.820 1.820 0.000
Preferred 0.200 0.200 0.000
Other 0.120 0.120 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.784 17.556
Price to Book 2.646 2.380
Price to Sales 1.768 1.741
Price to Cash Flow 11.726 9.709
Dividend Yield 1.828 2.242
5 Years Earnings Growth 11.000 10.734

Sector Allocation

Name  Net % Category Average
Technology 23.940 19.199
Financial Services 14.650 15.361
Industrials 12.440 10.901
Healthcare 11.010 11.623
Consumer Cyclical 10.840 10.738
Communication Services 7.520 6.895
Consumer Defensive 5.350 6.357
Energy 4.770 4.059
Basic Materials 3.630 3.709
Real Estate 3.410 8.275
Utilities 2.440 2.891

Region Allocation

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

Top Holdings

Number of long holdings: 20

Number of short holdings: 0

Name ISIN Weight % Last Change %
Columbia Contrarian Core Inst - 13.98 - -
Columbia Large Cap Index Inst - 10.51 - -
Columbia Mid Cap Index Inst - 10.49 - -
Columbia US Treasury Index Inst - 9.16 - -
Columbia Total Return Bond Inst - 7.97 - -
Columbia Overseas Core Institutional - 7.17 - -
Columbia Quality Income Inst - 6.48 - -
Columbia Corporate Income Inst - 6.06 - -
Columbia Small Cap Index Inst - 5.81 - -
Columbia Income Opportunities Inst - 3.66 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 388.86M 15.96 5.33 9.67
  SC Future Scholar Advisor 529 Modea 331.07M 11.22 2.53 6.78
  SC Future Scholar Advisor 529 Colua 260.55M 9.85 2.02 5.72
  SC Future Scholar 529 Direct Large 248.16M 24.74 8.75 12.89
  SC Future Scholar 529 Direct Growth 222.32M 14.98 4.76 9.00
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