Aggresive Growth Portfloio Adviser Age Based (CEGGX)
| 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 | 83.43 |
| YTD Return | 3.37% |
| 1-Year Return | 17.00% |
| 5-Year Return | 60.78% |
| 52-Week Low | 59.76 |
| 52-Week High | 84.40 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CEGGX
SC Future Scholar Advisor 529 Age-Based Aggressive 0-3 Years I is an age-based investment portfolio within South Carolina’s Future Scholar Advisor 529 College Savings Plan. Tailored for beneficiaries aged 0 to 3 years, this portfolio is designed to aggressively pursue growth during the earliest years of a child’s college savings journey, typically by allocating a significant portion of assets to equities and growth-focused investments. The portfolio is part of a broader age-based strategy, where asset allocations become more conservative as the beneficiary approaches college age. This asset is managed under the oversight of the South Carolina Office of the State Treasurer and leverages the expertise of Columbia Management Investment Advisers as the program manager. The purpose of the portfolio is to help families accumulate funds for qualified higher education expenses through tax-advantaged investing, providing flexibility to use the savings at eligible institutions nationwide. As a component of the Advisor Plan, it is available exclusively through financial professionals, allowing for personalized guidance in college savings planning. The SC Future Scholar Advisor 529 Age-Based Aggressive 0-3 Years I portfolio plays a vital role in supporting long-term education planning by offering an aggressive investment approach during the most extended investment horizon available for young beneficiaries.
Performance
CEGGX had a total return of 17.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.21%.