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Sc Future Scholar 529 (direct) Age-based Conservative Track 14-15 Years (0P0000X5FQ)

US Funds

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20.700 -0.070 -0.34%

03/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 206.35M

Type: Fund

Market: United States

Issuer: Columbia Management Inv Distri, Inc.

Asset Class: Equity

General
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0P0000X5FQ Holdings

Comprehensive information about top holdings and Key Holding Information for the SC Future Scholar 529 (Direct) Age-Based Conservat (0P0000X5FQ) fund. Our SC Future Scholar 529 (Direct) Age-Based Conservat 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	38.400	39.580	1.180
Stocks	10.150	10.150	0.000
Bonds	51.420	51.490	0.070
Convertible	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.237	16.727
Price to Book	4.353	2.266
Price to Sales	2.894	1.679
Price to Cash Flow	14.962	9.049
Dividend Yield	1.435	2.730
5 Years Earnings Growth	10.996	9.767

Sector Allocation

Name	Net %	Category Average
Technology	32.030	19.634
Financial Services	14.050	15.053
Healthcare	10.780	11.765
Consumer Cyclical	10.680	9.865
Communication Services	9.450	7.744
Industrials	7.330	9.953
Consumer Defensive	5.860	6.673
Energy	3.300	3.820
Utilities	2.570	3.033
Real Estate	2.190	9.240
Basic Materials	1.750	3.223

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Vanguard Intermediate-Term Government Bond	US92206C7065	16.06	59.90	+0.15%
Columbia Large Cap Index Inst	-	10.13	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	9.38	46.60	+0.17%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	9.30	81.79	-0.27%
Vanguard Total Bond Market II Idx I	-	9.13	-	-
SPDR Portfolio High Yield Bond	US78468R6062	5.31	22.67	-1.65%
Vanguard Emerging Mkts Govt Bd ETF	-	2.64	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	373.73M	1.84	8.46	9.51
SC Future Scholar Advisor 529 Modea	325.24M	2.00	5.21	6.67
SC Future Scholar Advisor 529 Colua	259.09M	2.05	4.50	5.68
SC Future Scholar 529 Direct Large	231.43M	1.39	12.34	12.76
SC Future Scholar 529 Direct Growth	214.42M	1.92	7.77	8.89

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