Columbia Aggressive Growth 529 Portfolio (CMCSX)
| 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 | 46.94 |
| YTD Return | 2.51% |
| 1-Year Return | 12.76% |
| 5-Year Return | 31.63% |
| 52-Week Low | 36.97 |
| 52-Week High | 47.21 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CMCSX
Columbia Moderate Growth 529 Portfolio Class C is a diversified mutual fund designed specifically for education savings within 529 college savings plans. Its primary purpose is to support long-term capital appreciation while managing risk through a strategic blend of asset classes. The portfolio invests in a broad mix of underlying funds, including U.S. and international equities, fixed income, and money market instruments. Notable holdings span large-cap and small-cap equity funds, government and corporate bond funds, and emerging markets assets, providing broad exposure across sectors and geographies. This balanced allocation is structured to achieve moderate growth potential while reducing overall volatility, making it suitable for investors seeking a middle ground between aggressive and conservative strategies. Operating within the framework of a 529 plan, the Columbia Moderate Growth 529 Portfolio Class C plays a key role in helping families save for future education expenses. Its composition of both actively managed and index-based underlying funds is designed to adjust risk and return characteristics, supporting disciplined, tax-advantaged college savings over time. The fund is positioned as a core offering for plan participants who prioritize steady long-term growth without significant exposure to high market risk.
Performance
CMCSX had a total return of 12.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.85%.