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Sc Future Scholar Advisor 529 Moderate Growth Portfolio A (0P0000O6MX)

US Funds

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39.940 -0.090 -0.22%

27/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 333.6M

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

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0P0000O6MX Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar Advisor 529 Moderate Growth Port (0P0000O6MX) fund. Our SC Future Scholar Advisor 529 Moderate Growth Port 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	1.940	6.140	4.200
Stocks	60.250	60.260	0.010
Bonds	35.880	36.420	0.540
Convertible	1.680	1.680	0.000
Preferred	0.220	0.220	0.000
Other	0.040	0.040	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.380	17.957
Price to Book	2.615	2.975
Price to Sales	1.700	2.116
Price to Cash Flow	11.192	11.802
Dividend Yield	1.862	2.118
5 Years Earnings Growth	11.092	10.625

Sector Allocation

Name	Net %	Category Average
Technology	24.230	22.996
Financial Services	15.380	16.167
Consumer Cyclical	11.830	9.848
Industrials	11.770	10.726
Healthcare	10.900	12.524
Communication Services	8.120	7.215
Consumer Defensive	5.070	6.309
Energy	4.500	4.708
Basic Materials	3.000	3.205
Real Estate	3.000	3.323
Utilities	2.200	2.979

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	-	13.74	-	-
Columbia Large Cap Index Inst	-	9.72	-	-
Columbia Mid Cap Index Inst	-	9.66	-	-
Columbia Total Return Bond Inst	-	9.51	-	-
Columbia US Treasury Index Inst	-	9.49	-	-
Columbia Overseas Core Institutional	-	8.07	-	-
Columbia Quality Income Inst	-	6.79	-	-
Columbia Corporate Income Inst	-	6.24	-	-
Columbia Small Cap Index Inst	-	4.79	-	-
Columbia Income Opportunities Inst	-	3.74	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	390.77M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Colua	264.68M	2.05	4.50	5.68
SC Future Scholar 529 Direct Large	243.48M	1.39	12.34	12.76
SC Future Scholar 529 Direct Growth	223.39M	1.92	7.77	8.89
SC Future Scholar 529 Direct Age B6	210.74M	2.09	5.77	7.13

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