Columbia Moderate 529 Portfolio Fund (CMODX)

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	41.43
YTD Return	2.10%
1-Year Return	11.92%
5-Year Return	30.79%
52-Week Low	33.63
52-Week High	41.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMODX

Columbia Moderate Track Ages 8-9 Class AG is an age-based mutual fund portfolio, primarily designed for use within 529 college savings plans to help families save for educational expenses. As part of a broader age-based investment track, this portfolio targets beneficiaries aged 8 to 9, positioning its asset allocation to balance growth potential with risk management as the college enrollment date approaches. The fund typically invests in a blend of equity and fixed income securities, providing moderate exposure to stocks alongside a meaningful allocation to bonds. This mix aims to capture growth during the middle years of a beneficiary’s timeline while incrementally reducing exposure to market volatility as compared to more aggressive portfolios reserved for younger ages. Managed by Columbia Threadneedle Investments, the portfolio is integrated into multi-manager strategies to further diversify risk and enhance long-term growth prospects. Its primary role in the market is to offer families a professionally managed, tailored investment option aligned with the changing risk tolerance associated with a child’s progress toward college, supporting education-focused financial planning within a tax-advantaged framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMODX

Performance

CMODX had a total return of 11.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.54%.