Columbia Growth 529 Portfolio Fund (CGMAX)

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	9.27%
1-Year Return	11.84%
5-Year Return	49.36%
52-Week Low	52.65
52-Week High	62.26
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGMAX

Columbia Moderate Track Ages 0-3 Class AG is an age-based portfolio within the broader framework of 529 college savings plans, specifically tailored for beneficiaries aged 0 to 3 years. As a moderate risk track portfolio, its primary function is to balance growth potential with risk management during the earliest years of a child's education savings timeline. The portfolio typically holds a diversified mix of equities, fixed income securities, and money market instruments, aiming to provide capital appreciation while mitigating undue volatility suited for longer investment horizons. Over time, as the beneficiary ages, the portfolio's asset allocation is gradually rebalanced to reduce exposure to equities and increase allocations to more conservative investments, aligning with the approaching college enrollment date. Columbia Moderate Track Ages 0-3 Class AG plays a crucial role in supporting families' education planning by offering a professionally managed, turnkey investment solution that adapts automatically to the beneficiary's age, simplifying the process of saving for future educational expenses.

• Stock Exchange: Nasdaq
• Ticker Symbol: CGMAX

Performance

CGMAX had a total return of 11.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.39%.

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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