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Sc Future Scholar Advisor 529 Age-based Aggressive 4-5 Years E (0P0000O7UB)

US Funds

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59.530 +0.390 +0.66%

25/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 8.98M

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

General
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0P0000O7UB Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Aggressive (0P0000O7UB) 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	1.580	6.460	4.880
Stocks	82.540	82.550	0.010
Bonds	13.870	14.260	0.390
Convertible	1.830	1.830	0.000
Preferred	0.120	0.120	0.000
Other	0.070	0.070	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.131	16.866
Price to Book	2.645	2.327
Price to Sales	1.699	1.693
Price to Cash Flow	11.449	9.548
Dividend Yield	1.912	2.403
5 Years Earnings Growth	11.574	10.537

Sector Allocation

Name	Net %	Category Average
Technology	24.420	19.740
Financial Services	13.960	15.481
Industrials	11.870	10.792
Healthcare	11.580	11.708
Consumer Cyclical	10.830	10.587
Communication Services	7.500	7.135
Consumer Defensive	5.610	6.664
Energy	4.610	4.119
Basic Materials	3.680	3.720
Real Estate	3.440	7.122
Utilities	2.490	2.934

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 Large Cap Index Inst	-	18.34	-	-
Columbia Contrarian Core Inst	-	16.25	-	-
Columbia Mid Cap Index Inst	-	12.11	-	-
Columbia Overseas Core Institutional	-	8.59	-	-
Columbia Small Cap Index Inst	-	6.74	-	-
Columbia Total Return Bond Inst	-	6.43	-	-
Vanguard FTSE Developed Markets	US9219438580	4.78	49.44	-0.60%
Vanguard Russell 1000 Growth	US92206C6802	4.15	102.45	+0.89%
Columbia Disciplined Core Inst	-	4.05	-	-
Columbia Select Large Cap Equity Inst	-	2.50	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	385.75M	14.34	5.62	9.67
SC Future Scholar Advisor 529 Modea	337.36M	10.27	2.65	6.78
SC Future Scholar Advisor 529 Colua	263.52M	9.09	2.16	5.74
SC Future Scholar 529 Direct Large	245.63M	20.75	8.90	12.79
SC Future Scholar 529 Direct Growth	220.75M	13.43	5.02	9.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	59.530	+0.390	+0.66%