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Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years (0P0000X5FQ)

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19.910 +0.020    +0.10%
27/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 206.35M
SC Future Scholar 529 (Direct) Age-Based Conservat 19.910 +0.020 +0.10%

0P0000X5FQ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 (Direct) Age-Based Conservat (0P0000X5FQ) fund. Our SC Future Scholar 529 (Direct) Age-Based Conservat 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 39.730 40.040 0.310
Stocks 11.280 11.280 0.000
Bonds 48.970 49.020 0.050
Convertible 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.390 16.203
Price to Book 4.018 2.160
Price to Sales 2.572 1.551
Price to Cash Flow 14.286 8.659
Dividend Yield 1.514 2.802
5 Years Earnings Growth 11.819 9.911

Sector Allocation

Name  Net % Category Average
Technology 30.170 18.854
Financial Services 12.670 14.690
Healthcare 12.320 12.128
Consumer Cyclical 10.470 9.919
Communication Services 9.140 7.603
Industrials 8.280 10.178
Consumer Defensive 6.130 6.826
Energy 4.090 4.080
Utilities 2.440 3.074
Real Estate 2.170 9.283
Basic Materials 2.140 3.368

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Vanguard Intermediate-Term Government Bond US92206C7065 15.16 58.28 -0.15%
Columbia Large Cap Index Inst - 11.28 - -
Vanguard Total Bond Market II Idx I - 10.68 - -
  Vanguard Mortgage-Backed Securities US92206C7719 8.72 45.43 -0.37%
  Vanguard Intermediate-Term Corporate Bond US92206C8709 7.39 80.05 -0.20%
  SPDR Portfolio High Yield Bond US78468R6062 4.93 23.27 0.00%
Vanguard Emerging Mkts Govt Bd ETF - 2.52 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 373.16M 8.08 5.46 9.30
  SC Future Scholar Advisor 529 Modea 332.5M 4.98 2.00 6.49
  SC Future Scholar Advisor 529 Colua 250.09M 4.12 1.45 5.46
  SC Future Scholar 529 Direct Growth 219.26M 7.27 4.82 8.66
  SC Future Scholar 529 Direct Modera 210.74M 5.08 2.87 6.90
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