Columbia Moderate 529 Portfolio Fund (CLGAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.29

0.00 (0.00%)

At close: Oct 16, 2026

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	12.29
YTD Return	n/a
1-Year Return	0.49%
5-Year Return	7.26%
52-Week Low	12.19
52-Week High	12.42
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CLGAX

Columbia Large Cap Growth 529 Portfolio Class A is a 529 plan investment portfolio focused on U.S. large-cap growth equities. It seeks long-term capital appreciation by concentrating assets in established companies with above-average earnings prospects, typically within technology, consumer discretionary, communication services, and healthcare. The portfolio is managed under the Columbia Threadneedle 529 framework and is offered in multiple share classes tailored to education savings needs, with Class A providing a front-load structure and ongoing distribution fees typical for advisor-sold 529 options. Its positioning resembles the firm’s broader large-growth strategy, with significant exposure to leading innovators and platform companies that drive a large share of market earnings and benchmark concentration. The strategy emphasizes a high-conviction approach, resulting in a sizable allocation to top holdings relative to total assets, a characteristic feature of growth-oriented mandates. Designed for education-focused investors seeking equity-led growth within a tax-advantaged plan, the portfolio plays a role as a core growth allocation inside age-based or static 529 selections, aligning with long-horizon funding goals and the risk-return profile of large-cap growth equities.

Stock Exchange Nasdaq

Ticker Symbol CLGAX

Performance

CLGAX had a total return of 0.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.90%.