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Sc Future Scholar Advisor 529 Age-based Conservative 4-5 Years I (0P0000X5EE)

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50.970 -0.220    -0.43%
11/03 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 10.08M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar Advisor 529 Age-Based Conservati 50.970 -0.220 -0.43%

0P0000X5EE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Age-Based Conservati (0P0000X5EE) fund. Our SC Future Scholar Advisor 529 Age-Based Conservati 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 1.820 6.240 4.420
Stocks 61.120 61.120 0.000
Bonds 35.070 35.600 0.530
Convertible 1.750 1.750 0.000
Preferred 0.210 0.210 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.729 17.776
Price to Book 2.656 2.501
Price to Sales 1.766 1.854
Price to Cash Flow 11.621 10.820
Dividend Yield 1.817 2.191
5 Years Earnings Growth 10.238 10.890

Sector Allocation

Name  Net % Category Average
Technology 24.930 20.139
Financial Services 14.950 15.498
Consumer Cyclical 11.860 11.042
Industrials 11.640 10.778
Healthcare 10.450 11.623
Communication Services 7.850 8.453
Consumer Defensive 5.320 6.383
Energy 4.630 3.663
Real Estate 3.100 6.138
Basic Materials 2.950 3.569
Utilities 2.300 2.717

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 Contrarian Core Inst - 14.01 - -
Columbia Mid Cap Index Inst - 10.09 - -
Columbia Large Cap Index Inst - 9.61 - -
Columbia Total Return Bond Inst - 9.31 - -
Columbia US Treasury Index Inst - 9.26 - -
Columbia Overseas Core Institutional - 7.93 - -
Columbia Quality Income Inst - 6.56 - -
Columbia Corporate Income Inst - 6.11 - -
Columbia Small Cap Index Inst - 5.01 - -
Columbia Income Opportunities Inst - 3.72 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 383.3M 3.02 8.22 10.18
  SC Future Scholar Advisor 529 Modea 329.17M 2.40 4.78 7.12
  SC Future Scholar Advisor 529 Colua 262.03M 2.05 3.95 6.00
  SC Future Scholar 529 Direct Large 238.59M 2.76 11.70 13.55
  SC Future Scholar 529 Direct Growth 219.97M 2.74 7.41 9.45
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