Columbia Dividend Income 529 Portfolio (CDVEX)

Fund Assets	n/a
Expense Ratio	0.038%
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	50.91
YTD Return	13.44%
1-Year Return	16.47%
5-Year Return	67.91%
52-Week Low	43.00
52-Week High	51.32
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.

• Stock Exchange: Nasdaq
• Ticker Symbol: CDVEX

Performance

CDVEX had a total return of 16.47% 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:

Oct 17, 2026

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