Columbia Moderate Growth 529 Portfolio (CGWSX)
| 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 | 54.74 |
| YTD Return | -0.92% |
| 1-Year Return | 17.39% |
| 5-Year Return | 44.13% |
| 52-Week Low | 42.01 |
| 52-Week High | 57.50 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CGWSX
Columbia Growth 529 Portfolio Static Class A is a portfolio within a 529 college savings plan, designed specifically to help families save for future education expenses. As a static allocation fund, its asset mix remains consistent over time, rather than shifting based on the age of the beneficiary. The portfolio primarily invests in a blend of U.S. and international stocks, with allocations typically around two-thirds in domestic equities and about 15% in foreign equities, complemented by a notable allocation to bonds, which can be approximately 18%. This strategy seeks to provide growth potential while maintaining a moderate level of diversification across asset classes. The Columbia Growth 529 Portfolio Static Class A is managed by Columbia Management Investment Advisors, LLC and is a part of the advisor-sold Future Scholar 529 College Savings Plan, often utilized by investors seeking a balance between growth and risk in their college savings approach. Its design allows participants to pursue long-term capital appreciation to help meet anticipated higher education costs, making it a relevant tool for college planning within the broader landscape of U.S. tax-advantaged investment vehicles.
Performance
CGWSX had a total return of 17.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.86%.