Columbia Moderate 529 Portfolio Fund (CMDQX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

38.84

0.00 (0.00%)

At close: Aug 26, 2026

10.47% (1Y)

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	38.84
YTD Return	6.59%
1-Year Return	10.47%
5-Year Return	25.01%
52-Week Low	35.10
52-Week High	39.08
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMDQX

Columbia Moderate Track 529 Portfolio Class C is a 529 college savings plan investment option designed to help families prepare for future higher education expenses. As a moderate allocation portfolio, it balances exposure between equities and fixed-income assets, seeking to provide both growth potential and risk mitigation for education savers. The portfolio's asset mix automatically adjusts as the beneficiary ages, gradually shifting from a higher concentration in stocks toward more conservative investments such as bonds and money market securities as college approaches. This glide path is intended to help preserve accumulated gains and reduce volatility as tuition payments draw closer. Managed by Columbia Threadneedle Investments, the fund benefits from the firm's global expertise and multi-manager investment strategies. The 529 structure enables account owners to benefit from features such as tax-deferred growth, tax-free withdrawals for qualified education expenses, and flexible account control. Columbia Moderate Track 529 Portfolio Class C plays a pivotal role within education savings programs by catering to investors seeking a balanced risk approach, making it suitable for those with a moderate risk tolerance and a mid-term to long-term investment horizon.

Stock Exchange NASDAQ

Ticker Symbol CMDQX

Performance

CMDQX had a total return of 10.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.86%.