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Sc Future Scholar Advisor 529 American Century Mid Cap Value Portfolio I (0P0000X51O)

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33.800 +0.190    +0.57%
03/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.69M
Type:  Fund
Market:  United States
Issuer:  Columbia Management Inv Distri, Inc.
Asset Class:  Equity
SC Future Scholar Advisor 529 American Century Mid 33.800 +0.190 +0.57%

0P0000X51O Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 American Century Mid (0P0000X51O) fund. Our SC Future Scholar Advisor 529 American Century Mid 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 1.650 1.650 0.000
Stocks 98.350 98.350 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.241 22.425
Price to Book 1.979 2.159
Price to Sales 1.160 2.972
Price to Cash Flow 9.316 11.525
Dividend Yield 2.917 2.431
5 Years Earnings Growth 8.205 8.982

Sector Allocation

Name  Net % Category Average
Healthcare 16.360 10.453
Financial Services 16.190 16.283
Industrials 14.360 16.734
Utilities 12.350 6.729
Consumer Defensive 12.240 6.897
Real Estate 9.120 30.656
Technology 5.890 11.283
Energy 5.680 5.803
Consumer Cyclical 4.280 8.080
Communication Services 2.580 1.598
Basic Materials 0.950 4.429

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 0

Name ISIN Weight % Last Change %
American Century Mid Cap Value I - 100.00 - -

Top Equity Funds by Columbia Management Inv Distri, Inc.

  Name Rating Total Assets YTD% 3Y% 10Y%
  SC Future Scholar 529 Direct Aggres 388.58M 20.36 8.16 10.02
  SC Future Scholar Advisor 529 Modea 332.49M 14.70 4.59 7.05
  SC Future Scholar Advisor 529 Colua 261.42M 12.86 3.73 5.97
  SC Future Scholar 529 Direct Large 248.08M 27.81 11.24 13.13
  SC Future Scholar 529 Direct Growth 222.68M 18.96 7.28 9.32
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