Columbia Aggressive Growth 529 Portfolio (CGSEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

78.19

0.00 (0.00%)

At close: Oct 16, 2026

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	78.19
YTD Return	8.84%
1-Year Return	11.92%
5-Year Return	50.96%
52-Week Low	68.04
52-Week High	80.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGSEX

Columbia Growth 529 Portfolio - Class I is an investment portfolio designed specifically for education savings within 529 college savings plans. This portfolio primarily focuses on achieving long-term capital appreciation by maintaining substantial exposure to various segments of the equity markets, complemented by a limited allocation to fixed-income securities. It invests in a diversified mix of underlying funds, predominantly from the Columbia family, including large-cap, mid-cap, and small-cap equity strategies, as well as select bond and income funds. This composition aims to capture growth opportunities while managing risk across U.S. and international markets. Columbia Growth 529 Portfolio - Class I is part of the Future Scholar 529 College Savings Plan, supporting investors’ goals of funding higher education expenses. Its structure and management are tailored to meet the long-term time horizons typical of college savings, providing a balance between capital growth and prudent diversification within the education finance sector.

Stock Exchange Nasdaq

Ticker Symbol CGSEX

Performance

CGSEX had a total return of 11.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.60%.