Aggresive Growth Portfloio Adviser Age Based (CAGGX)
| 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 | 63.10 |
| YTD Return | 3.28% |
| 1-Year Return | 16.63% |
| 5-Year Return | 58.66% |
| 52-Week Low | 45.29 |
| 52-Week High | 63.82 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CAGGX
The Columbia Aggressive Growth 529 Portfolio is an investment portfolio designed for education savings within a 529 college savings plan. Its primary function is to deliver long-term capital appreciation by maintaining an aggressive growth strategy, allocating a significant majority of its assets to equities. As of early 2025, the portfolio invests approximately 73% in U.S. stocks and 20% in international equities, with a modest allocation to bonds, and no exposure to real estate or cash equivalents. This approach targets higher growth potential, aligning with the needs of investors seeking substantial appreciation over extended time horizons, such as those saving for a child’s future college expenses. The Columbia Aggressive Growth 529 Portfolio is part of South Carolina’s Future Scholar 529 College Savings Plan and utilizes both actively managed and index-based mutual funds. Its structure and diversified equity focus make it a key option for education savers aiming for aggressive long-term growth, while providing tax advantages associated with 529 plans.
Performance
CAGGX had a total return of 16.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.00%.