Income Opportunities Portfolio (CINAX)

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	40.34
YTD Return	0.58%
1-Year Return	7.19%
5-Year Return	18.70%
52-Week Low	37.73
52-Week High	41.66
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CINAX

Columbia Income Opportunities 529 Portfolio, A is a mutual fund share class designed specifically for 529 college savings plans. It seeks to deliver high total return through a combination of current income and capital appreciation, making it suitable for education funding goals. Under normal market conditions, the portfolio invests primarily in a diversified mix of income-producing securities, including bonds, debt instruments, and other fixed-income assets to generate steady yields while pursuing modest growth. Managed by Columbia Threadneedle Investments, one of the nation's largest asset managers, it emphasizes a flexible approach to navigate varying interest rate environments and credit markets. The fund plays a key role in 529 plans by offering tax-advantaged growth potential for qualified higher education expenses, appealing to families planning long-term savings. With comprehensive portfolio details and performance metrics available, it supports balanced risk-adjusted returns in the fixed-income segment of education-focused investments.

• Stock Exchange: NASDAQ
• Ticker Symbol: CINAX

Performance

CINAX had a total return of 7.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.18%.