Columbia Moderate Growth 529 Portfolio (CMOHX)

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	46.82
YTD Return	2.57%
1-Year Return	13.57%
5-Year Return	36.68%
52-Week Low	38.07
52-Week High	48.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMOHX

Columbia Moderate Growth 529 Portfolio – Class C is a professionally managed investment portfolio designed for education savings through 529 plans. Its primary purpose is to balance growth potential with moderate risk, making it suitable for families seeking steady capital appreciation to fund future higher education expenses. The portfolio strategically allocates assets across a diversified mix of equities and fixed income securities, targeting a moderate risk profile that appeals to long-term college savers. Notable features include active management, regular rebalancing, and an emphasis on maintaining consistent performance across shifting market conditions. Its investment approach typically incorporates U.S. and international stocks, high-quality bonds, and short-term instruments, delivering exposure to growth sectors while mitigating volatility. The portfolio’s significance lies in its role as a core holding within 529 plan options, serving investors who wish to pursue growth with a measured tolerance for market fluctuations. Columbia Moderate Growth 529 Portfolio – Class C benefits from Columbia Threadneedle’s established research and risk management, helping plan participants systematically accumulate assets for future educational needs.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMOHX

Performance

CMOHX had a total return of 13.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.31%.