Columbia Growth 529 Portfolio Fund (CGWPX)

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 CGWPX

Columbia Growth 529 Portfolio Class A is an equity-focused mutual fund designed to serve as an investment option within 529 college savings plans. Its primary purpose is to support long-term capital growth, making it suitable for education funding goals that typically have a multi-year horizon. The portfolio allocates a substantial portion of its assets to a diverse range of equity market segments, providing broad exposure to domestic and international stocks, with only a limited allocation to fixed-income instruments. This diversification strategy seeks to capture growth across various sectors while managing overall risk. As part of the 529 plan structure, the fund is influenced by evolving tax, legislative, and regulatory considerations relevant to college savings investments. Since its inception in 2003, Columbia Growth 529 Portfolio Class A has played a significant role in helping families invest systematically for future education expenses while offering professional management, liquidity, and the potential for tax benefits through the 529 plan framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: CGWPX

Performance

CGWPX had a total return of 15.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.46%.