Intermediate Bond Portfolio (CBADX)
| 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 | 23.45 |
| YTD Return | 1.47% |
| 1-Year Return | 8.97% |
| 5-Year Return | -0.80% |
| 52-Week Low | 21.43 |
| 52-Week High | 23.45 |
| Beta (5Y) | 0.32 |
| Holdings | n/a |
| Inception Date | n/a |
About CBADX
Columbia Total Return Bond 529 Portfolio Advisor Class is a diversified bond fund designed as part of a 529 college savings plan, primarily aimed at supporting long-term educational investing goals. The portfolio invests across a range of fixed income securities, including U.S. government, corporate, and mortgage-backed bonds, seeking to deliver a combination of income and total return. Notable characteristics include its adherence to an intermediate-term bond strategy, which balances yield enhancement with prudent risk management. The fund’s performance is measured against major bond benchmarks such as the Bloomberg US Aggregate Bond Index, reflecting its focus on broad market exposure within the fixed income sector. Its streamlined fee structure, with a net expense ratio of 0.63% as of July 2025, and automatic reinvestment features are tailored for investors prioritizing education-related savings. Managed by Columbia Threadneedle Investments, this portfolio plays a significant role in multi-asset 529 plans, offering investors disciplined access to professionally managed bond markets with a focus on capital preservation and moderate growth potential over the investment horizon.
Performance
CBADX had a total return of 8.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.64%.