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Columbia College 529 Portfolio (CLGBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.40
-0.01 (-0.08%)
At close: Aug 26, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close12.41
YTD Return1.14%
1-Year Return2.82%
5-Year Return8.11%
52-Week Low12.07
52-Week High12.42
Beta (5Y)n/a
Holdingsn/a
Inception Daten/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.

Stock Exchange NASDAQ
Ticker Symbol CLGBX

Performance

CLGBX had a total return of 2.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.05%.