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 | 61.80 |
| YTD Return | 9.32% |
| 1-Year Return | 19.97% |
| 5-Year Return | 78.36% |
| 52-Week Low | 51.96 |
| 52-Week High | 62.62 |
| 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.
Performance
CCOPX had a total return of 19.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.55%.