Columbia Aggressive Growth 529 Portfolio (CAAGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

64.85

0.00 (0.00%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	0.038%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	64.85
YTD Return	14.67%
1-Year Return	18.27%
5-Year Return	62.24%
52-Week Low	55.66
52-Week High	67.38
Beta (5Y)	0.88
Holdings	n/a
Inception Date	n/a

About CAAGX

The Columbia Aggressive Growth 529 Portfolio is an investment option within 529 college savings plans, designed primarily to pursue long-term capital appreciation for educational savings goals. This portfolio allocates a significant portion of its assets to equities, with recent data indicating approximately 73% in U.S. stocks and around 20% in foreign stocks, reflecting its aggressive growth strategy focused on higher-risk, higher-reward opportunities. A smaller allocation—about 7%—is dedicated to bonds, balancing some risk while maintaining an emphasis on equity growth potential. Managed by Columbia Management Investment Advisors, LLC, the portfolio is actively tailored to provide exposure to both domestic and international equity markets, appealing to investors seeking substantial growth over a long investment horizon. As part of South Carolina's Future Scholar 529 College Savings Plan, the portfolio supports families and individuals preparing for future education expenses, while also providing tax advantages unique to 529 plans. Its structure and asset mix make it suitable for investors comfortable with market fluctuations and focused on maximizing their account value for education funding over time.

Stock Exchange Nasdaq

Ticker Symbol CAAGX

Performance

CAAGX had a total return of 18.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.55%.