Columbia Dividend Income 529 Portfolio (CDVEX)
| 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 | 49.85 |
| YTD Return | 11.07% |
| 1-Year Return | 19.83% |
| 5-Year Return | 69.50% |
| 52-Week Low | 41.29 |
| 52-Week High | 50.20 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CDVEX
Columbia Dividend Income 529 Portfolio is a college savings investment option structured as a mutual fund within a 529 plan. Its primary objective is to provide total return through a combination of current income and long-term capital appreciation. The portfolio achieves this by investing predominantly in the Columbia Dividend Income Fund, which focuses on large-cap U.S. equities known for paying consistent dividends. This approach emphasizes high-quality companies across sectors such as financial services, technology, consumer defensive, healthcare, and energy, among others. By prioritizing dividend-paying stocks, the portfolio aims to generate regular income while also seeking the potential for capital growth over time. Columbia Dividend Income 529 Portfolio plays a key role in education savings plans, offering families an opportunity to build college funds through a disciplined equity income strategy with a focus on risk management and long-term value generation.
Performance
CDVEX had a total return of 19.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.63%.