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Sc Future Scholar Advisor 529 Age-based Conservative 4-5 Years I (0P0000X5EE)

US Funds

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52.230 +0.060 +0.12%

26/12 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.08M

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0P0000X5EE Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Conservati (0P0000X5EE) fund. Our SC Future Scholar Advisor 529 Age-Based Conservati 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

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.784	17.690
Price to Book	2.646	2.494
Price to Sales	1.768	1.848
Price to Cash Flow	11.726	10.798
Dividend Yield	1.828	2.199
5 Years Earnings Growth	11.000	11.212

Sector Allocation

Name	Net %	Category Average
Technology	23.940	20.050
Financial Services	14.650	15.311
Industrials	12.440	10.913
Healthcare	11.010	11.810
Consumer Cyclical	10.840	10.738
Communication Services	7.520	8.300
Consumer Defensive	5.350	6.439
Energy	4.770	3.731
Basic Materials	3.630	3.717
Real Estate	3.410	6.228
Utilities	2.440	2.770

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	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	387.84M	20.36	8.16	10.02
SC Future Scholar Advisor 529 Modea	334.42M	14.70	4.59	7.05
SC Future Scholar Advisor 529 Colua	262.33M	12.86	3.73	5.97
SC Future Scholar 529 Direct Large	250.53M	27.81	11.24	13.13
SC Future Scholar 529 Direct Growth	222.2M	18.96	7.28	9.32

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	52.230	+0.060	+0.12%