Income Opportunities Portfolio (CICNX)

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	33.50
YTD Return	n/a
1-Year Return	6.44%
5-Year Return	n/a
52-Week Low	30.76
52-Week High	33.80
Beta (5Y)	0.37
Holdings	n/a
Inception Date	n/a

About CICNX

Columbia Income Opportunities 529 Class C is a Class C share class within the Columbia Income Opportunities 529 Portfolio, part of the Future Scholar 529 College Savings Plan sponsored by the Office of State Treasurer of South Carolina. This portfolio seeks a high total return through a combination of current income and capital appreciation, investing primarily in the Columbia Income Opportunities Fund. The underlying fund employs a strategy focused on high-yield corporate bonds and other income-producing securities under normal market conditions, aiming to provide attractive yields while pursuing growth opportunities in the fixed-income market. Designed for investors saving for qualified higher education expenses, it offers tax advantages associated with 529 plans, such as tax-deferred growth and potential state tax benefits depending on the account owner's residency. The Class C shares are available through the Advisor Program, typically sold via financial advisors, and cater to those seeking income-oriented investments within a diversified college savings framework. Columbia Income Opportunities 529 Class C plays a role in the 529 market by providing a single-fund option that balances income generation with moderate risk, suitable for conservative to moderate risk tolerances in education funding portfolios.

• Stock Exchange: NASDAQ
• Ticker Symbol: CICNX

Performance

CICNX had a total return of 6.44% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.87%.