Balanced Growth Portfolio (Advisor Sold) (CMCTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

49.60

0.00 (0.00%)

Aug 26, 2026, 4:00 PM EST

12.47% (1Y)

Fund Assets	n/a
Expense Ratio	0.00%
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	49.60
YTD Return	8.32%
1-Year Return	12.47%
5-Year Return	31.78%
52-Week Low	43.89
52-Week High	50.01
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMCTX

Columbia Moderate Growth 529 Portfolio Class C is an allocation portfolio designed as part of a 529 college savings plan, tailored to support education funding needs. This mutual fund combines a diversified mix of asset classes, with a primary objective of achieving long-term capital appreciation while maintaining moderate risk exposure. The portfolio invests in a blend of underlying funds spanning equities, fixed income, and money market instruments, including large-cap U.S. stocks, small- and mid-cap equities, international developed and emerging market stocks, and various types of bonds such as government, corporate, and high-yield securities. This balanced structure aims to capture growth potential through equity investments while dampening volatility with fixed-income components. The fund regularly reviews and adjusts allocations to maintain its moderate growth strategy. As part of a state-sponsored education savings platform, it offers tax benefits for qualified educational expenses and plays a crucial role in helping families systematically plan for the rising cost of higher education, making it a key component in many long-term education funding strategies.

Stock Exchange NASDAQ

Ticker Symbol CMCTX

Performance

CMCTX had a total return of 12.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.75%.