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

US Funds

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51.060 +0.090 +0.18%

12/03 - 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

General
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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

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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	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	381.46M	3.02	8.22	10.18
SC Future Scholar Advisor 529 Modea	327.7M	2.40	4.78	7.12
SC Future Scholar Advisor 529 Colua	260.87M	2.05	3.95	6.00
SC Future Scholar 529 Direct Large	236.96M	2.76	11.70	13.55
SC Future Scholar 529 Direct Growth	218.85M	2.74	7.41	9.45

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