Columbia Contrarian Core 529 Portfolio Fund (CCOPX)

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	53.91
YTD Return	-4.90%
1-Year Return	16.38%
5-Year Return	66.36%
52-Week Low	40.91
52-Week High	57.83
Beta (5Y)	0.96
Holdings	n/a
Inception Date	n/a

About CCOPX

Columbia Contrarian Core 529 Portfolio Class A is a mutual fund designed specifically for education savings within a 529 plan framework. Its primary objective is to achieve total return, balancing long-term capital appreciation with current income generation. The portfolio is structured through investment in the underlying Columbia Contrarian Core Fund, which focuses on a diversified selection of equities and related securities chosen for their potential to outperform prevailing market trends. The fund adopts a contrarian approach, seeking opportunities in undervalued or underappreciated segments of the market. As a 529 portfolio, it plays a crucial role for families and individuals aiming to systematically save for future educational expenses, providing access to professional asset management, active portfolio oversight, and the advantages of tax-advantaged growth within the 529 plan structure.

• Stock Exchange: NASDAQ
• Ticker Symbol: CCOPX

Performance

CCOPX had a total return of 16.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.27%.