Balanced Portfolio Adviser (12-15 Years) (CMAGX)

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	43.46
YTD Return	11.29%
1-Year Return	15.62%
5-Year Return	34.80%
52-Week Low	37.53
52-Week High	43.46
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMAGX

Columbia Moderate 529 Age-Based Aggressive Portfolio is a multi-asset investment option designed specifically for 529 college savings plans. Its primary function is to help families prepare for future higher education expenses by providing a diversified portfolio that dynamically adjusts its asset allocation based on the beneficiary's age. Adopting a more aggressive strategy in the early years, the portfolio typically allocates a higher proportion to equities to seek growth potential, then shifts toward more conservative investments such as bonds and cash equivalents as the beneficiary approaches college age, aiming to reduce risk and preserve capital. This age-based, risk-adjusted approach aligns with common investment principles for long-term educational savings, allowing participants to benefit from professional management and systematic rebalancing. The portfolio plays a significant role in the education funding marketplace, offering a structured, tax-advantaged solution for families seeking to systematically grow college savings over time while managing investment risk as the drawdown date nears.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMAGX

Performance

CMAGX had a total return of 15.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.68%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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