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

US Funds

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48.670 -1.070 -2.15%

10/04 - Delayed Data. 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	1.940	6.140	4.200
Stocks	60.250	60.260	0.010
Bonds	35.880	36.420	0.540
Convertible	1.680	1.680	0.000
Preferred	0.220	0.220	0.000
Other	0.040	0.040	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.380	17.701
Price to Book	2.615	2.489
Price to Sales	1.700	1.838
Price to Cash Flow	11.192	10.676
Dividend Yield	1.862	2.206
5 Years Earnings Growth	11.092	11.129

Sector Allocation

Name	Net %	Category Average
Technology	24.230	20.034
Financial Services	15.380	15.638
Consumer Cyclical	11.830	10.912
Industrials	11.770	10.764
Healthcare	10.900	11.701
Communication Services	8.120	8.438
Consumer Defensive	5.070	6.414
Energy	4.500	3.661
Basic Materials	3.000	3.574
Real Estate	3.000	6.150
Utilities	2.200	2.718

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	-	13.74	-	-
Columbia Large Cap Index Inst	-	9.72	-	-
Columbia Mid Cap Index Inst	-	9.66	-	-
Columbia Total Return Bond Inst	-	9.51	-	-
Columbia US Treasury Index Inst	-	9.49	-	-
Columbia Overseas Core Institutional	-	8.07	-	-
Columbia Quality Income Inst	-	6.79	-	-
Columbia Corporate Income Inst	-	6.24	-	-
Columbia Small Cap Index Inst	-	4.79	-	-
Columbia Income Opportunities Inst	-	3.74	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	363.19M	-2.25	6.29	9.13
SC Future Scholar Advisor 529 Modea	315.64M	-0.85	4.19	6.43
SC Future Scholar Advisor 529 Colua	252.62M	-0.37	3.80	5.47
SC Future Scholar 529 Direct Large	227.08M	-4.36	8.86	12.29
SC Future Scholar 529 Direct Growth	208.59M	-1.84	5.88	8.54

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