Columbia Dividend Income 529 Portfolio (CDVCX)
| 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 | 43.42 |
| YTD Return | 11.27% |
| 1-Year Return | 19.48% |
| 5-Year Return | 62.26% |
| 52-Week Low | 36.31 |
| 52-Week High | 43.73 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CDVCX
The Columbia Moderate 529 Portfolio is a diversified investment option within a state-sponsored 529 college savings plan, structured as a multi-asset portfolio designed to balance growth and income objectives for investors saving for higher education expenses. The portfolio primarily invests across a broad range of U.S. and international equities, fixed income securities, and money market instruments, utilizing a mix of strategies from Columbia and Vanguard funds. Key features include institutional-level fund access and a moderate risk profile, which seeks to capture long-term capital appreciation while managing volatility. Investors typically select the Columbia Moderate 529 Portfolio to combine equity market participation with the stability of bonds and cash, making it suitable for those with a medium time horizon for education goals. Its significance lies in providing a convenient, professionally managed investment solution that helps families prepare for education costs while benefiting from tax advantages under 529 plan regulations. The asset’s blend of exposure and risk management highlights its role as a core holding within many education-focused investment strategies.
Performance
CDVCX had a total return of 19.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.01%.