Income Opportunities Portfolio (CINEX)

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	27.19
YTD Return	0.63%
1-Year Return	7.39%
5-Year Return	19.67%
52-Week Low	24.64
52-Week High	27.24
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CINEX

Columbia Income Opportunities 529-I is a Class I portfolio within a 529 college savings plan offered by Columbia Threadneedle Investments. It seeks a high total return through a combination of current income and capital appreciation, primarily by investing in the Columbia Income Opportunities Fund as its underlying fund. This fund focuses on income-producing debt securities, emphasizing the higher-rated segment of the fixed-income market, including high-yield corporate bonds under normal market conditions. Designed for education savings, the portfolio provides investors with exposure to diversified fixed-income strategies aimed at generating steady income while pursuing growth potential. It plays a key role in 529 plans by offering a targeted allocation option for those prioritizing income generation over equity-heavy investments, helping families build tax-advantaged savings for qualified higher education expenses. With features like advisor-sold share classes, it supports long-term planning in the competitive landscape of college funding vehicles.

• Stock Exchange: NASDAQ
• Ticker Symbol: CINEX

Performance

CINEX had a total return of 7.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.13%.