Columbia College 529 Portfolio (CLGBX)
| 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 | 12.35 |
| YTD Return | 0.90% |
| 1-Year Return | 5.73% |
| 5-Year Return | 8.32% |
| 52-Week Low | 11.68 |
| 52-Week High | 12.37 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CLGBX
Columbia College 529 Portfolio – Aggressive (Static) is a target-allocation portfolio within the Future Scholar 529 program designed to maintain a relatively high equity exposure over time rather than automatically shifting its mix as college approaches. It seeks broad diversification through a multi-manager lineup spanning U.S. large-, mid-, and small-cap equities, developed and emerging international stocks, and a complementary sleeve of fixed income and cash equivalents drawn from Columbia Threadneedle funds and select ETFs. As a static option, its allocation remains constant unless the account owner elects to change it, offering a consistent risk posture aligned with long-dated education funding horizons. Within the plan architecture, it sits at the higher end of the risk spectrum compared with moderate or conservative static choices, supporting participants who prioritize long-term capital appreciation while still benefiting from professional portfolio construction and oversight. The portfolio’s role in the market is to provide a turnkey, advisor-guided 529 vehicle that pairs tax-advantaged education savings with diversified, equity-tilted exposure, streamlining college planning for families seeking a single, durable allocation framework.
Performance
CLGBX had a total return of 5.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.68%.