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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

48.81

0.00 (0.00%)

At close: Oct 16, 2026

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	48.81
YTD Return	4.72%
1-Year Return	6.92%
5-Year Return	30.34%
52-Week Low	44.95
52-Week High	50.04
Beta (5Y)	0.61
Holdings	n/a
Inception Date	n/a

About CMEGX

SC Future Scholar Advisor 529 Age-Based Aggressive 10-11 Years I is an age-based portfolio within the Future Scholar 529 College Savings Plan, a tax-advantaged investment vehicle designed to help families save specifically for educational expenses. As an aggressive allocation for beneficiaries aged 10 to 11, this portfolio is structured to seek higher growth potential by investing a substantial portion of assets in equities and other growth-oriented securities, recognizing that the child still has several years until college, allowing time to recover from short-term market fluctuations. The plan’s overall purpose is to facilitate tax-free growth and withdrawals for qualified education expenses, which can include tuition, room and board, required fees, and some K–12 or apprenticeship costs. The Future Scholar 529 plan is managed by Columbia Management Investment Advisers, under the oversight of the South Carolina Office of the State Treasurer, ensuring professional management and compliance with federal Section 529 requirements. Notable features include flexible contribution options, high maximum account limits, low impact on financial aid eligibility, and the ability for friends and family to contribute. This age-based aggressive portfolio plays a critical role in the overall plan architecture by aligning risk level with the beneficiary’s time horizon to college, gradually shifting to more conservative investments as college approaches.

Stock Exchange Nasdaq

Ticker Symbol CMEGX

Performance

CMEGX had a total return of 6.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.15%.