Columbia Acorn Portfolio (CACBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

31.26

0.00 (0.00%)

At close: Aug 26, 2026

10.34% (1Y)

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	31.26
YTD Return	8.73%
1-Year Return	10.34%
5-Year Return	31.23%
52-Week Low	26.25
52-Week High	31.88
Beta (5Y)	0.93
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.

Stock Exchange NASDAQ

Ticker Symbol CACBX

Performance

CACBX had a total return of 10.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.30%.