Balanced Growth Portfolio (Advisor Sold) (CMCTX)
| 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 | 44.28 |
| YTD Return | -3.30% |
| 1-Year Return | 10.92% |
| 5-Year Return | 24.56% |
| 52-Week Low | 36.97 |
| 52-Week High | 47.33 |
| 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.
Performance
CMCTX had a total return of 10.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.78%.