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Sc Future Scholar Advisor 529 Age-based Aggressive 10-11 Years E (0P0000O7UH)

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37.760 +0.140    +0.37%
21/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: N/A
SC Future Scholar Advisor 529 Age-Based Aggressive 37.760 +0.140 +0.37%

0P0000O7UH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O7UH) fund. Our SC Future Scholar Advisor 529 Age-Based Aggressive 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 6.200 9.400 3.200
Stocks 52.540 52.540 0.000
Bonds 41.070 41.590 0.520
Convertible 0.050 0.050 0.000
Preferred 0.020 0.020 0.000
Other 0.130 0.130 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.257 16.689
Price to Book 2.697 2.309
Price to Sales 1.716 1.641
Price to Cash Flow 11.564 9.575
Dividend Yield 1.866 2.458
5 Years Earnings Growth 11.610 10.311

Sector Allocation

Name  Net % Category Average
Technology 24.680 20.328
Financial Services 13.870 14.945
Industrials 11.780 10.839
Healthcare 11.600 11.452
Consumer Cyclical 10.790 10.332
Communication Services 7.660 6.987
Consumer Defensive 5.590 6.498
Energy 4.570 4.191
Basic Materials 3.670 3.708
Real Estate 3.410 7.819
Utilities 2.380 2.903

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 - 13.11 - -
Columbia US Treasury Index Inst - 12.38 - -
Columbia Large Cap Index Inst - 10.19 - -
Columbia Corporate Income Inst - 9.02 - -
Columbia Quality Income Inst - 8.28 - -
Columbia Mid Cap Index Inst - 8.15 - -
Columbia Total Return Bond Inst - 7.54 - -
Columbia Overseas Core Institutional - 5.39 - -
Columbia Small Cap Index Inst - 4.51 - -
Columbia Income Opportunities Inst - 4.48 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating 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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