Columbia Moderate Growth 529 Portfolio (CMOEX)
| 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 | 45.34 |
| YTD Return | -0.57% |
| 1-Year Return | 14.20% |
| 5-Year Return | 31.24% |
| 52-Week Low | 36.64 |
| 52-Week High | 47.22 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CMOEX
The Columbia Moderate Growth 529 Portfolio Class A is a college savings portfolio within a 529 plan, designed to help families fund future educational expenses through tax-advantaged investing. As a moderate growth portfolio, it features a strategic allocation that typically balances approximately 60% equity with 40% fixed income, targeting both capital appreciation and risk mitigation over a long-term horizon. The portfolio invests in a diversified mix of underlying mutual funds, including U.S. large cap and small cap equities, international stocks, investment-grade bonds, emerging market debt, and U.S. Treasury securities. This diversification aims to smooth volatility and provide steady growth potential while managing downside risk. The portfolio's mix of actively managed and index funds gives exposure to various sectors and regions, offering broad market participation. The Columbia Moderate Growth 529 Portfolio Class A is part of the advisor-sold Future Scholar 529 College Savings Plan and is managed by Columbia Management Investment Advisors, LLC, serving as a core offering for families seeking a moderate risk, growth-oriented path to college funding without direct exposure to any single asset class or sector.
Performance
CMOEX had a total return of 14.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.89%.