Columbia Acorn Portfolio (CACBX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| 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 | 27.08 |
| YTD Return | -5.29% |
| 1-Year Return | 4.97% |
| 5-Year Return | 21.45% |
| 52-Week Low | 22.95 |
| 52-Week High | 29.69 |
| Beta (5Y) | 0.94 |
| Holdings | n/a |
| Inception Date | n/a |
About CACBX
Janus Enterprise 529 Portfolio Class C is a mutual fund designed specifically for 529 college savings plans, offering investors a vehicle to help save for future educational expenses. Its primary function is to provide long-term capital growth by investing predominantly in mid-cap growth companies. The portfolio focuses on businesses with durable competitive advantages and strong potential for sustainable growth, avoiding those with only fleeting or unsustainable prospects. A distinguishing characteristic of the fund is its emphasis on mid-sized firms with resilient business models, aiming to balance growth opportunities with moderated risk exposure. This strategy seeks to deliver strong risk-adjusted returns and lower volatility compared to broader market indices. The fund is managed by an experienced team with deep expertise in mid-cap equity research, supported by robust fundamental analysis. Janus Enterprise 529 Portfolio Class C plays a significant role in education-focused investment planning, giving families access to professional management and diversified exposure to dynamic sectors such as technology, financial services, healthcare, and industrials, all within the tax-advantaged framework of a 529 plan.
Performance
CACBX had a total return of 4.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.15%.