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Co Scholars Choice 529 Age-based Option Portfolio Three Age 7-9 O (0P0000O5CJ)

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35.260 -0.200    -0.56%
16/07 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 6.92M
Type:  Fund
Market:  United States
Issuer:  Legg Mason Global Asset Management Trust
Asset Class:  Equity
CO Scholars Choice 529 Age-Based Option Portfolio 35.260 -0.200 -0.56%

0P0000O5CJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CO Scholars Choice 529 Age-Based Option Portfolio (0P0000O5CJ) fund. Our CO Scholars Choice 529 Age-Based Option Portfolio 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 1.490 12.240 10.750
Stocks 59.270 59.270 0.000
Bonds 38.520 38.880 0.360
Convertible 0.580 0.580 0.000
Other 0.140 0.140 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.847 17.381
Price to Book 2.284 2.337
Price to Sales 1.587 1.698
Price to Cash Flow 10.303 9.477
Dividend Yield 1.799 2.276
5 Years Earnings Growth 12.653 10.793

Sector Allocation

Name  Net % Category Average
Technology 21.410 18.993
Financial Services 15.030 15.153
Healthcare 12.080 11.747
Industrials 11.900 10.942
Consumer Cyclical 11.710 10.927
Communication Services 7.780 6.832
Consumer Defensive 6.410 6.438
Basic Materials 4.760 3.730
Energy 3.210 4.196
Real Estate 2.960 8.217
Utilities 2.760 2.832

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 11

Number of short holdings: 1

Name ISIN Weight % Last Change %
Western Asset Core Plus Bond IS - 39.00 - -
QS US Large Cap Equity IS - 15.86 - -
Templeton Foreign Adv - 9.82 - -
Thornburg International Equity A - 9.70 - -
QS Global Dividend IS - 7.00 - -
ClearBridge Large Cap Growth IS - 5.61 - -
ClearBridge Appreciation IS - 5.14 - -
ClearBridge Small Cap IS - 3.29 - -
BrandywineGLOBAL Div US Large Value IS - 3.27 - -
ClearBridge Small Cap Growth IS - 1.32 - -

Top Equity Funds by Legg Mason Global Asset Management Trust

  Name Rating Total Assets YTD% 3Y% 10Y%
  CO Enrollment Option Three 10 12Y O 16.06M 7.44 10.92 8.59
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