Columbia Dividend Income 529 Portfolio (CDVAX)

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	49.48
YTD Return	14.03%
1-Year Return	20.15%
5-Year Return	65.91%
52-Week Low	41.21
52-Week High	49.55
Beta (5Y)	0.69
Holdings	n/a
Inception Date	n/a

About CDVAX

Columbia DVD Inc 529 Aggressive is an investment portfolio structured as part of a 529 college savings plan, specifically targeted at investors seeking long-term capital growth through an aggressive asset allocation. The portfolio invests primarily in equities, dedicating approximately 73% of its assets to U.S. stocks and 20% to foreign equities, with a small allocation to bonds. This composition is designed to maximize growth potential, aligning with goals for higher education funding, which typically involves a long investment horizon. The fund is actively managed, utilizing a mix of mutual funds from Columbia and other providers, and is available within the advisor-sold Future Scholar 529 College Savings Plan. Its role in the financial market centers on offering a tax-advantaged, growth-oriented vehicle for families planning for future education costs, with performance historically tracked against aggressive growth benchmarks. The Columbia DVD Inc 529 Aggressive portfolio is characterized by a relatively higher risk profile, aiming to deliver substantial returns as part of a diversified approach to education savings.

• Stock Exchange: NASDAQ
• Ticker Symbol: CDVAX

Performance

CDVAX had a total return of 20.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.50%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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