Columbia College 529 Portfolio (CLAGX)
| 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 | 12.21 |
| YTD Return | 5.26% |
| 1-Year Return | 5.26% |
| 5-Year Return | 7.01% |
| 52-Week Low | 11.54 |
| 52-Week High | 12.25 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CLAGX
Columbia Aggressive Growth 529 Portfolio is a multi-asset portfolio within a 529 college savings plan designed to pursue long-term capital appreciation for education funding. The strategy allocates predominantly to equities, emphasizing U.S. growth stocks with a meaningful allocation to international equities, complemented by a small bond sleeve for diversification and liquidity. According to plan disclosures and third-party summaries, the portfolio is positioned at the higher end of the risk spectrum among static 529 options, reflecting its equity-heavy profile and growth orientation. It invests through underlying mutual funds managed by Columbia and select external managers, seeking broad exposure across market capitalizations and sectors tied to innovation and economic expansion. The portfolio has a long operating history dating back to 2003 and is part of the Future Scholar program overseen by Columbia Management, with published expense ratios and performance tracked across multiple share classes. Its role in the market is to provide a turnkey, professionally managed growth allocation for families aiming to maximize potential appreciation within a tax-advantaged education savings framework.
Performance
CLAGX had a total return of 5.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.07%.