Columbia Moderate Growth 529 Portfolio (CGWSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

61.62

0.00 (0.00%)

At close: Aug 27, 2026

16.97% (1Y)

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	61.62
YTD Return	11.53%
1-Year Return	16.97%
5-Year Return	52.79%
52-Week Low	52.37
52-Week High	62.26
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.

Stock Exchange NASDAQ

Ticker Symbol CGWSX

Performance

CGWSX had a total return of 16.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.79%.