Columbia Aggressive Growth 529 Portfolio (CGSAX)

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)	n/a
Holdings	n/a
Inception Date	n/a

About CGSAX

Columbia Growth 529 Portfolio – AG Static Class A is an investment portfolio designed specifically for college savings within a 529 plan framework. Its primary objective is long-term growth of capital, achieved through substantial exposure to a broad array of equity market segments, with limited allocation to fixed-income securities. The portfolio typically invests in a diversified mix of underlying mutual funds managed by Columbia, spanning large-cap, mid-cap, small-cap, and international equities, along with selective exposure to income-producing assets such as corporate and government bonds. This static portfolio maintains a consistent asset allocation over time, rather than adjusting based on the beneficiary’s age, making it suitable for investors who seek a set risk-return profile. Columbia Growth 529 Portfolio – AG Static Class A plays a vital role in education financing, allowing account holders to pursue growth-oriented investment strategies while taking advantage of the tax benefits associated with 529 college savings plans. It is widely used by families and individuals aiming to maximize investment returns for future qualified education expenses, thereby supporting long-term financial planning for higher education costs.

• Stock Exchange: NASDAQ
• Ticker Symbol: CGSAX

Performance

CGSAX 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%.