Columbia Moderate Growth Portfolio Fund (CMETX)
| 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 | 60.63 |
| YTD Return | 2.61% |
| 1-Year Return | 13.86% |
| 5-Year Return | 38.37% |
| 52-Week Low | 47.35 |
| 52-Week High | 60.98 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CMETX
Columbia Moderate Growth 529 Portfolio Class I is a portfolio designed as part of a 529 college savings plan, primarily focused on achieving long-term growth with moderate risk through diversified investment allocations. Its central purpose is to help families accumulate funds for future educational expenses, offering a balance between capital appreciation and preservation of principal. The portfolio typically invests in a blend of domestic and international equities along with fixed-income securities, providing exposure to both growth-oriented stocks and more stable bonds. As of the latest data, its asset allocation comprises approximately 51% U.S. stocks, 12% foreign stocks, and 37% bonds, aiming for growth while maintaining a buffer against market volatility. The fund’s performance is benchmarked against a strategic composite index, and it regularly adapts to changing market conditions and regulations affecting municipal securities. Managed by Columbia Management Investment Advisors, LLC, the portfolio occupies a key role in the education savings sector, offering institutional-level asset management within a tax-advantaged structure. This makes it a significant choice for investors seeking a disciplined approach to funding future higher-education costs.
Performance
CMETX had a total return of 13.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.83%.