Columbia Aggressive Growth 529 Portfolio (CMCEX)

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	60.63
YTD Return	2.61%
1-Year Return	13.86%
5-Year Return	38.37%
52-Week Low	47.35
52-Week High	60.98
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMCEX

Columbia Moderate Growth 529 Static Fund is a multi-asset mutual fund designed to support education savings through 529 college savings plans. Its primary function is to provide long-term capital appreciation with a moderate level of risk, balancing growth and income objectives. The portfolio is strategically diversified across major asset classes: it typically allocates a significant portion to US equities, a smaller segment to foreign stocks, and a notable share to bonds, aiming to offer both stability and upside potential. The fund is favored for investors seeking a balanced approach within a 529 plan, with its moderate growth strategy helping to manage market volatility while targeting meaningful returns for future college expenses. Managed by Columbia Management Investment Advisors, this fund is part of the South Carolina Future Scholar 529 College Savings Plan’s advisor-sold options, utilizing both actively managed and index-based underlying funds. It plays a key role for families and individuals looking for a disciplined method to save for higher education, blending various asset classes for a mix of growth and preservation within a tax-advantaged account.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMCEX

Performance

CMCEX had a total return of 13.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.83%.