Columbia Aggressive Growth 529 Portfolio (CACGX)
| 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 | 64.71 |
| YTD Return | -1.06% |
| 1-Year Return | 18.09% |
| 5-Year Return | n/a |
| 52-Week Low | 48.75 |
| 52-Week High | 68.31 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CACGX
Columbia Aggressive Growth 529 Portfolio Class C is a mutual fund designed for education savings within 529 college savings plans. Its primary purpose is to pursue long-term capital appreciation by investing predominantly in equities, with a focus on growth-oriented U.S. and international stocks. The portfolio is managed to align with an aggressive growth investment strategy, making it suitable for investors with a higher risk tolerance and a longer investment horizon, such as those saving for future education expenses. This fund is structured as a static allocation portfolio, meaning its investment mix remains fixed and does not automatically adjust over time. The Columbia Aggressive Growth 529 Portfolio Class C plays a significant role in the education savings market, offering families a vehicle to potentially maximize returns over extended periods, benefiting from professional asset management and diversification across various sectors and industries. Its integration within 529 plans also provides potential tax advantages to investors saving for qualified educational expenses.
Performance
CACGX had a total return of 18.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.10%.