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

US Funds

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52.340 +0.240 +0.46%

21/11 - 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	2.490	6.680	4.190
Stocks	62.670	62.680	0.010
Bonds	32.740	33.230	0.490
Convertible	1.850	1.850	0.000
Preferred	0.130	0.130	0.000
Other	0.110	0.110	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.986	17.529
Price to Book	2.604	2.484
Price to Sales	1.663	1.826
Price to Cash Flow	11.325	10.721
Dividend Yield	1.919	2.211
5 Years Earnings Growth	11.563	11.329

Sector Allocation

Name	Net %	Category Average
Technology	24.030	20.061
Financial Services	13.950	15.131
Industrials	12.090	10.872
Healthcare	11.630	11.943
Consumer Cyclical	10.880	10.770
Communication Services	7.440	8.262
Consumer Defensive	5.580	6.489
Energy	4.710	3.706
Basic Materials	3.750	3.744
Real Estate	3.490	6.254
Utilities	2.450	2.773

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	-	13.83	-	-
Columbia Large Cap Index Inst	-	11.61	-	-
Columbia Mid Cap Index Inst	-	10.14	-	-
Columbia US Treasury Index Inst	-	9.40	-	-
Columbia Total Return Bond Inst	-	7.37	-	-
Columbia Overseas Core Institutional	-	7.36	-	-
Columbia Quality Income Inst	-	6.59	-	-
Columbia Corporate Income Inst	-	6.20	-	-
Columbia Small Cap Index Inst	-	5.51	-	-
Columbia Income Opportunities Inst	-	3.76	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	383.26M	14.34	5.62	9.67
SC Future Scholar Advisor 529 Modea	335.63M	10.27	2.65	6.78
SC Future Scholar Advisor 529 Colua	262.66M	9.09	2.16	5.74
SC Future Scholar 529 Direct Large	244.77M	20.75	8.90	12.79
SC Future Scholar 529 Direct Growth	219.42M	13.43	5.02	9.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	52.340	+0.240	+0.46%
	Edmond de Rothsch.	517.930	+5.680	+1.11%