Columbia College 529 Portfolio (CGLCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.66

0.00 (0.00%)

At close: Aug 27, 2026

3.01% (1Y)

Fund Assets	n/a
Expense Ratio	0.00%
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	12.66
YTD Return	1.20%
1-Year Return	3.01%
5-Year Return	9.04%
52-Week Low	12.30
52-Week High	12.68
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGLCX

The SC Future Scholar Advisor 529 Age-Based Conservative 16+ Years Portfolio I is a mutual fund designed as part of South Carolina’s Future Scholar 529 College Savings Plan, aimed specifically at funding higher education expenses for beneficiaries approaching or already in college. As an age-based conservative portfolio, its primary function is to allocate assets with a focus on preserving capital and reducing volatility, appropriate for students 16 years or older when college tuition draws near or has begun. The portfolio shifts its investments toward fixed income and cash-equivalent securities, away from higher-risk equities, in alignment with its conservative approach as the beneficiary ages. Managed by Columbia Management Investment Advisers, the portfolio is part of a broader program offering multiple age-based and risk-oriented investment tracks. This structure allows families to tailor college savings based on their risk tolerance and the age of their student, providing ongoing asset reallocation to balance growth potential with capital preservation. The portfolio plays a significant role in facilitating tax-advantaged educational savings, while offering professional management and diversified investment exposure for college-bound students.

Stock Exchange NASDAQ

Ticker Symbol CGLCX

Performance

CGLCX had a total return of 3.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.20%.