Columbia Income Opportunities Portfolio (CIOPX)

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	41.59
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)	0.37
Holdings	n/a
Inception Date	n/a

About CIOPX

Columbia Income Opportunities 529 Portfolio Class A is a mutual fund portfolio within a 529 college savings plan, designed for conservative investors seeking income generation and capital preservation. It primarily invests in the Columbia Income Opportunities Fund at the institutional level, focusing on a diversified mix of fixed-income securities, including investment-grade and high-yield bonds, to provide steady income while managing risk through multi-sector allocation. This portfolio suits participants prioritizing income over growth, often allocating around 3% in certain plan asset mixes, reflecting its role in balanced strategies. Key features include exposure to domestic and international bonds, with an emphasis on opportunistic income strategies amid varying interest rate environments. As part of the Target Risk or Single Fund category in 529 programs like Invest529 and Future Scholar, it supports education savings goals by offering lower volatility compared to equity-heavy options, with historical net asset values around $40 and performance metrics indicating annualized returns in the mid-single digits over multiple periods. Its structure aids tax-advantaged growth for qualified higher education expenses, enhancing its significance in long-term family financial planning.

• Stock Exchange: NASDAQ
• Ticker Symbol: CIOPX

Performance

CIOPX had a total return of 7.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.13%.