Aggresive Growth Portfloio Adviser Age Based (CCGGX)

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	67.49
YTD Return	3.17%
1-Year Return	15.78%
5-Year Return	52.82%
52-Week Low	48.75
52-Week High	68.28
Beta (5Y)	0.89
Holdings	n/a
Inception Date	n/a

About CCGGX

Columbia Aggressive Growth 529 Portfolio Class C is an investment portfolio designed as part of a 529 college savings plan, primarily aimed at helping individuals save for future higher education expenses. This portfolio takes an aggressive growth approach by allocating a substantial portion of its assets to equities, seeking to maximize long-term appreciation. It invests in a diversified mix of underlying mutual funds and exchange-traded funds, including exposure to large-cap, mid-cap, small-cap, and international stocks, as well as some fixed income and alternative investments for added diversification. Intended for investors with a long time horizon until college enrollment, the portfolio pursues higher growth potential and assumes greater risk and volatility compared to more conservative options. Its asset mix frequently includes funds such as the Columbia Contrarian Core Fund, Columbia Select Large Cap Equity Fund, and international funds like the Vanguard FTSE Developed Markets ETF, offering broad market and global equity exposure. The Class C share structure is notable for its fee arrangement, which typically includes a higher expense ratio but no initial sales charge, catering to specific investor preferences for cost structure. This portfolio plays a strategic role within the 529 plan landscape, serving those focused on capital growth to meet the rising cost of education over time.

• Stock Exchange: NASDAQ
• Ticker Symbol: CCGGX

Performance

CCGGX had a total return of 15.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.16%.