Columbia Aggressive Growth 529 Portfolio (CAEGX)
| 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 | 83.43 |
| YTD Return | 3.32% |
| 1-Year Return | 16.94% |
| 5-Year Return | 60.71% |
| 52-Week Low | 59.76 |
| 52-Week High | 84.40 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CAEGX
Columbia Aggressive Growth 529 Portfolio - Class I is an investment portfolio designed for education savings within a 529 plan framework. This portfolio seeks to maximize long-term capital appreciation by maintaining a high allocation to equities, making it suitable for investors with a long investment horizon focused on aggressive growth objectives. The portfolio primarily invests in a mix of U.S. and international stocks across large, mid, and small-cap segments, offering diversified exposure to global equity markets. Its structure is intended to take advantage of the growth potential of equities while assuming a higher level of market volatility compared to more conservatively allocated portfolios. Columbia Aggressive Growth 529 Portfolio - Class I serves as a key component in education savings strategies, providing investors with an opportunity to build wealth for future qualified educational expenses. The portfolio’s performance and asset allocation are managed by Columbia Threadneedle Investments, a recognized provider in the asset management industry, with the aim of delivering competitive returns over the long term for beneficiaries saving for higher education.
Performance
CAEGX had a total return of 16.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.21%.