Columbia Large Cap Growth 529 Portfolio Fund (CLCDX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| 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 | 14.27 |
| YTD Return | -5.46% |
| 1-Year Return | 5.30% |
| 5-Year Return | n/a |
| 52-Week Low | 10.83 |
| 52-Week High | 16.22 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CLCDX
Columbia Large Cap Growth Fund 529-A is a mutual fund designed to serve as an investment option within 529 college savings plans. Its primary objective is long-term capital appreciation by investing predominantly in large-cap U.S. companies with strong growth potential. The fund focuses on well-established industry leaders in sectors such as technology, consumer discretionary, communication services, healthcare, and financial services. Notable holdings often include companies like NVIDIA, Apple, Microsoft, Amazon.com, and Meta Platforms, reflecting an emphasis on innovation and market leadership among large-cap growth equities. As a 529 plan portfolio, this fund plays a key role in helping families save for future educational expenses, offering professional management and diversification tailored for education-focused investment horizons. It is managed by an experienced asset manager, aiming to balance growth opportunities with the needs and risk considerations of college savers.
Performance
CLCDX had a total return of 5.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.42%.