Columbia Acorn Portfolio (CACEX)
| 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 | 34.08 |
| YTD Return | 8.43% |
| 1-Year Return | 11.96% |
| 5-Year Return | 41.98% |
| 52-Week Low | 29.00 |
| 52-Week High | 34.61 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CACEX
Janus Henderson Enterprise 529 Portfolio Class I is a distinct mutual fund designed specifically to help investors save for higher education expenses within a 529 college savings plan wrapper. The portfolio primarily invests in U.S. equities, targeting medium-sized companies with resilient business models and durable growth potential, which allows it to provide exposure to the mid-cap growth segment of the market. Its investment approach emphasizes sustainable, long-term growth supported by in-depth fundamental analysis conducted by an experienced team focused on small- and mid-cap companies. The fund stands out for its lower volatility relative to its peers in the mid-cap growth category, aiming to deliver growth while managing risk. Within the financial market, Janus Henderson Enterprise 529 Portfolio Class I serves parents, grandparents, and other investors who seek to build education savings with the advantages of tax-advantaged growth and professionally managed diversification.
Performance
CACEX had a total return of 11.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.54%.