Growth Portfolio (Advisor Sold) (6-8 Years) (CGAAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

78.19

0.00 (0.00%)

At close: Oct 16, 2026

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	78.19
YTD Return	8.84%
1-Year Return	11.92%
5-Year Return	50.96%
52-Week Low	68.04
52-Week High	80.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGAAX

The Columbia Aggressive Growth 529 Portfolio Class I is a college savings investment portfolio designed to maximize long-term capital appreciation for education funding. As part of a 529 plan, it primarily targets investors seeking higher potential returns by emphasizing a growth-oriented allocation. The portfolio predominantly invests in domestic equities, allocating about 73% to U.S. stocks and 20% to foreign stocks, with a modest allocation to bonds and negligible exposure to cash or real estate assets. This composition makes the portfolio suitable for those with a longer investment horizon and higher risk tolerance, typically early-stage or younger beneficiaries. Managed by Columbia Management Investment Advisors, the portfolio is structured within South Carolina’s Future Scholar 529 College Savings Plan but is accessible to investors nationwide. It leverages both actively managed and index funds, seeking to outpace its aggressive growth benchmark over time. The Class I share class is designed for institutional or advisor-sold plans, offering a competitive expense ratio. By focusing on equities, this portfolio plays a significant role in college savings strategies for families aiming to accumulate substantial growth before tuition expenses are due.

Stock Exchange Nasdaq

Ticker Symbol CGAAX

Performance

CGAAX had a total return of 11.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.60%.