Balanced Growth Portfolio (Advisor Sold) (CMGEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

64.41

0.00 (0.00%)

At close: Aug 27, 2026

13.92% (1Y)

Fund Assets	n/a
Expense Ratio	0.00%
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	64.41
YTD Return	9.02%
1-Year Return	13.92%
5-Year Return	37.86%
52-Week Low	56.44
52-Week High	64.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMGEX

Columbia Aggressive Track 529 Portfolio Class I is an age-based investment portfolio designed as part of a 529 college savings plan. Its primary role is to support long-term educational savings goals by emphasizing capital growth during the early and middle years of a beneficiary’s timeline. The portfolio primarily invests in a high proportion of equities, both U.S. and international, to maximize growth potential while accepting higher short-term risk. Investment allocations within this track typically feature broad exposure to domestic large-, mid-, and small-cap stocks, alongside a smaller allocation to international equities and a modest component of fixed income securities. This structure is intended for account owners seeking a higher risk/reward profile, particularly suitable when the beneficiary is younger and the investment horizon is extended. As part of an age-based track, the underlying asset mix may be adjusted over time to reduce exposure to equities as the beneficiary nears college age, thereby moderating risk. Columbia Aggressive Track 529 Portfolio Class I plays a significant role within college savings plans by offering investors a disciplined, professionally managed investment strategy aimed at leveraging market growth while maintaining a focus on educational funding.

Stock Exchange NASDAQ

Ticker Symbol CMGEX

Performance

CMGEX had a total return of 13.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.84%.