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

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	37.17
YTD Return	1.98%
1-Year Return	11.09%
5-Year Return	25.97%
52-Week Low	30.37
52-Week High	37.33
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMCGX

Columbia Aggressive Track 529 Portfolio Class C is a specialized mutual fund designed for education savings through 529 college savings plans. Its primary objective is to enable long-term capital growth by maintaining a high concentration of equity investments with an aggressive growth approach. This portfolio targets investors who seek higher potential returns and are comfortable with greater market volatility, which is typical for those saving for future education expenses over an extended period. Distinguished by its static allocation, the asset’s investment mix does not shift over time, maintaining a consistently high risk profile. The fund leverages professional management and broad diversification across various sectors, chiefly focusing on growth-oriented domestic and international equities. Within the landscape of education savings, Columbia Aggressive Track 529 Portfolio Class C plays a pivotal role, allowing families to pursue substantial appreciation over the years while benefiting from the structural advantages and tax benefits inherent in 529 plans. This makes it a prominent choice for those prioritizing maximum growth in their college savings strategy.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMCGX

Performance

CMCGX had a total return of 11.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.72%.