Columbia College 529 Portfolio (CLEGX)
| 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 | 12.62 |
| YTD Return | 0.88% |
| 1-Year Return | 5.87% |
| 5-Year Return | 9.17% |
| 52-Week Low | 11.90 |
| 52-Week High | 12.62 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CLEGX
The SC Future Scholar Advisor 529 Columbia College Portfolio I is a professionally managed, college savings investment portfolio designed as part of South Carolina’s Future Scholar 529 College Savings Plan. As an advisor-sold offering, its primary function is to help families accumulate funds for future educational expenses while leveraging federal and, in some cases, state tax advantages. The portfolio is constructed and managed by Columbia Management Investment Advisers, integrating a mix of underlying mutual funds and ETFs that may include diversified equity and fixed income strategies from Columbia and other fund families. This approach seeks to provide a balance of long-term growth potential and risk mitigation, suitable for education savings spanning several years. The portfolio typically features broad asset class exposure, including large- and mid-cap U.S. equities, international stocks, taxable and tax-exempt bonds, and money market funds, aiming to meet various risk tolerances and objectives common to college savers. Within the broader market, this portfolio stands as a flexible solution for education-focused investors requiring professional advice and tailored asset allocation, playing a crucial role in supporting higher education financial planning for individuals and families.
Performance
CLEGX had a total return of 5.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.94%.