Columbia Large Cap Growth 529 Portfolio Fund (CLCHX)

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 CLCHX

Columbia Large Cap Growth Fund 529-AG is a mutual fund that primarily invests in large-capitalization U.S. equities, with the goal of seeking long-term capital appreciation. The fund is designed for use within 529 college savings plans, making it a tool for individuals and families planning for future education expenses. Its investment strategy focuses on growth-oriented companies with significant market presence and robust earnings prospects, typically from sectors such as technology, consumer discretionary, healthcare, and communication services. The portfolio is actively managed, adjusting allocations based on market conditions and the outlook for individual holdings. Notable positions often include influential companies like NVIDIA, Apple, Microsoft, and Amazon, underscoring the fund’s emphasis on industry leaders and innovation-driven businesses. By concentrating on large-cap growth stocks, Columbia Large Cap Growth Fund 529-AG offers investors exposure to the potential for higher returns associated with some of the market’s most dynamic sectors, while also serving the specialized purpose of supporting education savings through a 529 plan framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: CLCHX

Performance

CLCHX 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%.