Columbia Large Cap Growth 529 Portfolio Fund (CLCJX)
| 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 | 15.75 |
| YTD Return | 4.86% |
| 1-Year Return | 15.55% |
| 5-Year Return | n/a |
| 52-Week Low | 13.06 |
| 52-Week High | 16.70 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CLCJX
Columbia Large Cap Growth Fund 529-C is a mutual fund designed to support education savings as part of a 529 college savings plan. Its primary objective is to seek long-term capital growth by investing predominantly in large-capitalization U.S. companies with strong growth prospects. The fund typically allocates assets across industry-leading firms in sectors such as technology, consumer discretionary, communication services, healthcare, and financial services. Notable holdings often include established names like Microsoft, NVIDIA, Apple, Amazon, Meta Platforms, Alphabet, Tesla, Eli Lilly, and Visa, reflecting a focus on innovative and high-growth segments of the economy. As a growth-oriented portfolio, it is structured to align with the long investment horizons commonly associated with education funding. By participating in the 529 plan structure, this fund provides investors with a tax-advantaged vehicle tailored for families planning future educational expenses, while also offering diversification and professional management within the large-cap growth space.
Performance
CLCJX had a total return of 15.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.12%.