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Sc Future Scholar 529 (direct) Age-based Moderate Track 0-3 Years (0P0000X5FJ)

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52.310 +0.400 +0.77%

17/03 - 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

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0P0000X5FJ Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 Direct Age-Based Moderate Tr (0P0000X5FJ) fund. Our SC Future Scholar 529 Direct Age-Based Moderate Tr 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	0.150	1.230	1.080
Stocks	81.620	81.620	0.000
Bonds	18.190	18.210	0.020
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	18.654	17.128
Price to Book	2.789	2.346
Price to Sales	1.925	1.722
Price to Cash Flow	12.201	9.632
Dividend Yield	1.809	2.382
5 Years Earnings Growth	10.140	10.107

Sector Allocation

Name	Net %	Category Average
Technology	24.130	19.844
Financial Services	16.000	15.846
Consumer Cyclical	12.030	10.834
Industrials	11.880	10.694
Healthcare	10.300	11.403
Communication Services	7.160	7.318
Consumer Defensive	5.430	6.561
Energy	3.780	4.073
Real Estate	3.520	7.016
Basic Materials	3.270	3.540
Utilities	2.490	2.873

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	-	47.90	-	-
Vanguard Developed Markets Index Ins Pls	-	14.15	-	-
Columbia Mid Cap Index Inst	-	12.17	-	-
Vanguard Total Bond Market II Idx I	-	8.76	-	-
SPDR Portfolio S&P 600 Small Cap	US78468R8530	5.99	41.45	+0.72%
Vanguard Mortgage-Backed Securities	US92206C7719	2.92	46.02	-0.19%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	2.19	81.33	-0.01%
SPDR Portfolio High Yield Bond	US78468R6062	1.81	23.48	+0.17%
Vanguard Intermediate-Term Government Bond	US92206C7065	1.66	58.91	-0.13%
Vanguard Emerging Mkts Stock Idx Instl	-	1.57	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	389.44M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Modea	332.65M	2.00	5.21	6.67
SC Future Scholar Advisor 529 Colua	263.67M	2.05	4.50	5.68
SC Future Scholar 529 Direct Large	241.81M	1.39	12.34	12.76
SC Future Scholar 529 Direct Growth	222.66M	1.92	7.77	8.89

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