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Sc Future Scholar 529 (direct) Age-based Conservative Track 4-5 Years (0P0000X5FP)

US Funds

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40.980 +0.770 +1.91%

14/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: N/A

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

General
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0P0000X5FP Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Conservativ (0P0000X5FP) fund. Our SC Future Scholar 529 Direct Age-Based Conservativ 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	0.360	4.160	3.800
Stocks	60.770	60.770	0.000
Bonds	38.830	38.890	0.060
Convertible	0.010	0.010	0.000
Other	0.030	0.030	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.308	17.701
Price to Book	2.713	2.489
Price to Sales	1.836	1.838
Price to Cash Flow	11.599	10.676
Dividend Yield	1.863	2.206
5 Years Earnings Growth	10.889	11.129

Sector Allocation

Name	Net %	Category Average
Technology	23.640	20.034
Financial Services	16.500	15.638
Industrials	12.000	10.764
Consumer Cyclical	11.490	10.912
Healthcare	10.380	11.701
Communication Services	6.770	8.438
Consumer Defensive	5.670	6.414
Energy	3.880	3.661
Real Estate	3.780	6.150
Basic Materials	3.340	3.574
Utilities	2.550	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: 12

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Columbia Large Cap Index Inst	-	34.60	-	-
Vanguard Total Bond Market II Idx I	-	11.44	-	-
Vanguard Developed Markets Index Ins Pls	-	10.87	-	-
Columbia Mid Cap Index Inst	-	9.64	-	-
Vanguard Intermediate-Term Government Bond	US92206C7065	8.00	59.19	+0.25%
Vanguard Mortgage-Backed Securities	US92206C7719	7.36	45.84	+0.24%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	6.66	80.45	+0.49%
SPDR Portfolio S&P 600 Small Cap	US78468R8530	4.70	37.77	+0.36%
SPDR Portfolio High Yield Bond	US78468R6062	3.75	22.91	+0.48%
Vanguard Emerging Mkts Govt Bd ETF	-	1.86	-	-

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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