Columbia Moderate 529 Portfolio Fund (CGELX)

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	12.62
YTD Return	0.88%
1-Year Return	6.41%
5-Year Return	8.89%
52-Week Low	11.89
52-Week High	12.62
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGELX

Columbia Moderate 529 Portfolio is a college savings portfolio designed to provide a balanced investment strategy within 529 plans. Its primary function is to help families save for future education expenses by offering a diversified mix of equities and fixed-income investments. The portfolio typically allocates assets in both domestic and international stocks alongside bonds, seeking to achieve total return while managing risk through broad diversification. It is part of the widely utilized Future Scholar 529 College Savings Plan and managed by Columbia Threadneedle Investments, a respected name in asset management. Columbia Moderate 529 Portfolio plays a critical role in the education savings sector, giving account holders a tax-advantaged vehicle with professional asset management. The portfolio is structured for investors seeking moderate risk, balancing growth potential from equities with the relative stability of fixed-income assets. It is designed to appeal to savers aiming for steady, long-term growth to meet higher education costs, and the portfolio's performance, fees, and allocation are regularly benchmarked for transparency and accountability.

• Stock Exchange: NASDAQ
• Ticker Symbol: CGELX

Performance

CGELX had a total return of 6.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.94%.