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 | 42.71 |
| YTD Return | 9.96% |
| 1-Year Return | 17.26% |
| 5-Year Return | 35.50% |
| 52-Week Low | 36.54 |
| 52-Week High | 42.94 |
| 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.
Performance
CMODX had a total return of 17.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.66%.