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

US Funds

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20.520 +0.010 +0.05%

26/12 - Delayed Data. 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	39.390	39.690	0.300
Stocks	10.960	10.960	0.000
Bonds	49.630	49.680	0.050
Convertible	0.020	0.020	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.133	16.703
Price to Book	4.441	2.273
Price to Sales	2.956	1.681
Price to Cash Flow	15.976	9.133
Dividend Yield	1.415	2.728
5 Years Earnings Growth	10.750	9.803

Sector Allocation

Name	Net %	Category Average
Technology	32.990	19.731
Financial Services	12.930	14.881
Healthcare	11.160	11.816
Consumer Cyclical	10.230	9.819
Communication Services	9.100	7.674
Industrials	7.550	9.999
Consumer Defensive	5.760	6.668
Energy	3.370	3.845
Utilities	2.700	3.057
Real Estate	2.280	9.244
Basic Materials	1.930	3.268

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	15.19	57.78	-0.12%
Columbia Large Cap Index Inst	-	10.94	-	-
Vanguard Total Bond Market II Idx I	-	10.31	-	-
Vanguard Mortgage-Backed Securities	US92206C7719	8.88	45.24	0.00%
Vanguard Intermediate-Term Corporate Bond	US92206C8709	8.84	80.13	-0.25%
SPDR Portfolio High Yield Bond	US78468R6062	5.06	23.45	-0.32%
Vanguard Emerging Mkts Govt Bd ETF	-	2.51	-	-

Top Equity Funds by Columbia Management Inv Distri, Inc.

Name	Total Assets	YTD%	3Y%	10Y%
SC Future Scholar 529 Direct Aggres	387.84M	20.36	8.16	10.02
SC Future Scholar Advisor 529 Modea	334.42M	14.70	4.59	7.05
SC Future Scholar Advisor 529 Colua	262.33M	12.86	3.73	5.97
SC Future Scholar 529 Direct Large	250.53M	27.81	11.24	13.13
SC Future Scholar 529 Direct Growth	222.2M	18.96	7.28	9.32

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Recent Quotes

	Name	Price	Chg.	Chg. %
	SC Future Scholar.	20.520	+0.010	+0.05%