Columbia Large Cap Growth 529 Portfolio Fund (CLCKX)

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	14.32
YTD Return	-5.39%
1-Year Return	5.50%
5-Year Return	n/a
52-Week Low	10.43
52-Week High	15.66
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CLCKX

Columbia Large Cap Growth Fund 529-I Shares is a mutual fund designed to serve as an investment option within 529 college savings plans. Its primary objective is long-term capital appreciation, achieved by investing primarily in equity securities of large-cap U.S. companies that exhibit strong growth potential. The fund follows a large-cap growth strategy, focusing on industry leaders that demonstrate potential for above-average earnings growth. The portfolio is typically concentrated in key sectors such as technology, consumer discretionary, healthcare, and financial services, with top holdings often including well-known companies like Microsoft, NVIDIA, Amazon, Apple, and Alphabet. By targeting these growth-oriented corporations, the fund aims to contribute to the long-term growth of college savings, making it a significant tool for families planning for future educational expenses. The 529-I Shares class is specifically structured for inclusion in education savings plans, integrating the growth opportunities of the broader U.S. large-cap equity market with the tax advantages associated with 529 accounts.

• Stock Exchange: NASDAQ
• Ticker Symbol: CLCKX

Performance

CLCKX had a total return of 5.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.67%.