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

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	60.37
YTD Return	13.52%
1-Year Return	16.69%
5-Year Return	55.87%
52-Week Low	52.65
52-Week High	62.72
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.

• Stock Exchange: Nasdaq
• Ticker Symbol: CGAGX

Performance

CGAGX had a total return of 16.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.83%.

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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