NuveenWinslow Large Cap Growth Growth 529 Portfolio (CMFSX)
| 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 | 35.74 |
| YTD Return | 7.49% |
| 1-Year Return | 10.04% |
| 5-Year Return | 75.80% |
| 52-Week Low | 30.81 |
| 52-Week High | 35.96 |
| Beta (5Y) | 0.79 |
| Holdings | n/a |
| Inception Date | n/a |
About CMFSX
The MFS Value 529 Portfolio is a value-oriented investment portfolio specifically designed for education savings within a 529 plan framework. Its primary function is to help families save for future qualified education expenses, offering investors exposure to a disciplined, actively managed value strategy. The portfolio seeks to identify and invest in companies deemed undervalued relative to their intrinsic worth, emphasizing rigorous fundamental research and financial analysis. Managed by experienced investment professionals, the portfolio employs a diversified approach, allocating assets across multiple sectors to reduce concentration risk and enhance resilience in changing market environments. The MFS Value 529 Portfolio stands out for its active management style, continuous portfolio monitoring, and strong focus on risk management through tools such as quantitative stress tests and scenario analysis. Its research-driven methodology is designed to balance growth potential with prudent risk controls. As part of the broader MFS 529 Savings Plan, the portfolio contributes to the plan’s overall mission of facilitating tax-advantaged, flexible, and transparent college savings solutions for investors seeking long-term capital appreciation while preparing for education costs.
Performance
CMFSX had a total return of 10.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.26%.