Columbia Contrarian Core 529 Portfolio (CCREX)
| 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 | 57.57 |
| YTD Return | -1.65% |
| 1-Year Return | 10.28% |
| 5-Year Return | 78.09% |
| 52-Week Low | 42.20 |
| 52-Week High | 59.78 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CCREX
Columbia Contrarian Core 529 Portfolio Class I is a mutual fund tailored for education savings under a 529 college savings plan. The portfolio primarily aims to deliver total return, emphasizing both long-term capital appreciation and current income. It follows a contrarian investment strategy, seeking opportunities in securities that may be undervalued or overlooked by the broader market, which can provide diversification and long-term growth potential. This fund invests predominantly in U.S. equities across various sectors, balancing investments among large, mid, and small-cap companies. Its contrarian approach is designed to capitalize on market inefficiencies by identifying companies with strong fundamentals that are temporarily out of favor. The portfolio appeals mainly to individuals and families planning for future college expenses, offering a professionally managed, diversified strategy within the tax-advantaged structure of a 529 plan. By focusing on both appreciation and income, the Columbia Contrarian Core 529 Portfolio Class I plays a significant role in supporting educational financing goals while maintaining a disciplined investment methodology.
Performance
CCREX had a total return of 10.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.98%.