Columbia Dividend Income 529 Portfolio (CDIPX)

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	46.29
YTD Return	2.66%
1-Year Return	12.77%
5-Year Return	71.19%
52-Week Low	36.04
52-Week High	48.31
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CDIPX

The Columbia Dividend Income 529 Portfolio - Class A is a mutual fund designed to help investors save for future education expenses through a disciplined, income-focused approach. This portfolio’s primary function is to seek total return, combining current income with capital appreciation by investing in a diversified mix of assets, particularly through exposure to the Columbia Dividend Income Fund. The underlying strategy emphasizes investments in established, dividend-paying companies, predominantly within sectors such as financial services, technology, consumer defensive, healthcare, and energy. These sectors reflect the fund’s focus on stable, well-capitalized firms that have a strong track record of rewarding shareholders. By targeting income generation and long-term growth, the Columbia Dividend Income 529 Portfolio - Class A plays a meaningful role in education savings plans, offering families a way to potentially grow their savings while benefiting from the ongoing income streams and diversification that dividend-paying equities can provide. This portfolio is well-suited for investors who value a disciplined investment approach and wish to allocate a portion of their education savings to income-generating assets.

• Stock Exchange: NASDAQ
• Ticker Symbol: CDIPX

Performance

CDIPX had a total return of 12.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.91%.