Columbia Moderate 529 Portfolio Fund (CDMEX)

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	47.36
YTD Return	2.16%
1-Year Return	12.23%
5-Year Return	32.51%
52-Week Low	38.36
52-Week High	47.56
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CDMEX

Columbia Moderate 529 Portfolio is a diversified investment portfolio structured as part of a 529 college savings plan. Its primary function is to facilitate tax-advantaged saving for future education expenses, offering investors a balance between growth potential and risk moderation. The portfolio employs a moderate asset allocation strategy, combining U.S. and international equities with a substantial allocation to various fixed income securities, including corporate bonds, government bonds, and money market instruments. This multi-fund approach leverages underlying holdings such as the Columbia Contrarian Core Fund, Columbia Quality Income Fund, Columbia Corporate Income Fund, and several index funds and ETFs, providing broad diversification across sectors and geographies. The portfolio is actively managed, aiming to deliver consistent returns while minimizing volatility relative to more aggressive options. Positioned within the Future Scholar 529 College Savings Plan, the Columbia Moderate 529 Portfolio serves families seeking a balanced path to accumulate college savings, aligning with a moderate risk tolerance and a medium-term investment horizon. Its design supports the core objective of generating capital appreciation and income while preserving principal to meet future qualified education costs.

• Stock Exchange: NASDAQ
• Ticker Symbol: CDMEX

Performance

CDMEX had a total return of 12.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.72%.