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Columbia Moderate Growth Portfolio Fund (CMETX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
64.41
+0.01 (0.02%)
At close: Aug 26, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close64.40
YTD Return9.01%
1-Year Return13.90%
5-Year Return37.84%
52-Week Low56.44
52-Week High64.92
Beta (5Y)n/a
Holdingsn/a
Inception Daten/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.

Stock Exchange NASDAQ
Ticker Symbol CMETX

Performance

CMETX had a total return of 13.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.84%.