Columbia Contrarian Core 529 Portfolio (CCRCX)
| Fund Assets | n/a |
| Expense Ratio | 0.00% |
| 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 | 56.01 |
| YTD Return | 8.88% |
| 1-Year Return | 19.04% |
| 5-Year Return | 71.81% |
| 52-Week Low | 47.03 |
| 52-Week High | 56.55 |
| Beta (5Y) | 0.96 |
| Holdings | n/a |
| Inception Date | n/a |
About CCRCX
Columbia Contrarian Core 529 Portfolio Class C is a mutual fund designed to serve as an investment option within 529 college savings plans. The portfolio primarily seeks total return by focusing on long-term capital appreciation and current income. It invests predominantly in large-cap U.S. companies that are considered undervalued and possess potential for future growth, often targeting firms that have temporarily fallen out of market favor. The fund may also allocate a portion—up to 20%—to foreign securities, either directly or through depositary receipts, offering a degree of global diversification. Its investment process combines fundamental and quantitative analysis along with risk management strategies. The portfolio is structured to provide investors with exposure to leading sectors such as technology, consumer cyclical, financial services, and communication services, and its top holdings often include prominent corporations like Microsoft, NVIDIA, and Apple. Columbia Contrarian Core 529 Portfolio Class C plays a significant role in education savings, aiming to offer growth potential and diversification for those planning long-term educational expenses through tax-advantaged accounts.
Performance
CCRCX had a total return of 19.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.70%.