Growth Portfolio (Advisor Sold) (6-8 Years) (CGAGX)
| 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 | 59.05 |
| YTD Return | 2.86% |
| 1-Year Return | 15.45% |
| 5-Year Return | 52.20% |
| 52-Week Low | 43.65 |
| 52-Week High | 59.66 |
| Beta (5Y) | 0.83 |
| Holdings | n/a |
| Inception Date | n/a |
About CGAGX
Columbia Growth 529 Portfolio is an investment portfolio designed primarily to support educational savings goals within a 529 college savings plan framework. As a growth-oriented asset allocation option, it seeks long-term capital appreciation through substantial exposure to diverse equity market segments, complemented by limited allocations to fixed-income securities. This portfolio invests in a variety of underlying mutual funds, spanning large-cap, mid-cap, and small-cap equities, as well as select international and emerging market assets. A smaller portion may be allocated to bonds and convertible securities to help manage risk and add diversification. The Columbia Growth 529 Portfolio plays an essential role in college savings plans by aiming to maximize returns over the long horizon typical for education-related investing, making it suitable for investors seeking growth potential as they plan for future education expenses. Its diversified approach is designed to balance risk and return over time, reflecting the changing needs of beneficiaries as they approach college age.
Performance
CGAGX had a total return of 15.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.42%.