Columbia Moderate Growth 529 Portfolio (CGWTX)

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	60.37
YTD Return	8.62%
1-Year Return	11.65%
5-Year Return	49.13%
52-Week Low	52.65
52-Week High	62.26
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CGWTX

Columbia Growth 529 Portfolio Class A is a diversified investment portfolio specifically structured for use in 529 college savings plans. Its primary objective is to achieve long-term capital growth by maintaining substantial exposure to a broad spectrum of equity market segments, with only limited allocation to fixed-income securities. This approach is designed to harness the growth potential of stocks while offering some diversification benefits through minor fixed-income holdings. The portfolio is managed as part of a larger 529 plan, which provides tax advantages when used for qualified education expenses. Columbia Growth 529 Portfolio Class A is particularly relevant for investors seeking to accumulate wealth over time to fund future higher education costs. By investing across various equity sectors, the portfolio captures opportunities across domestic and international markets, supporting a disciplined asset allocation strategy that aligns with long-term educational savings goals.

• Stock Exchange: Nasdaq
• Ticker Symbol: CGWTX

Performance

CGWTX had a total return of 11.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.33%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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