Columbia Moderate Growth 529 Portfolio (CMOJX)

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	48.64
YTD Return	2.59%
1-Year Return	14.77%
5-Year Return	36.55%
52-Week Low	38.07
52-Week High	48.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMOJX

Columbia Moderate Growth 529 Portfolio Class A is a diversified age-based college savings portfolio designed to balance long-term capital appreciation with a measured level of income. It operates within a 529 plan framework, allocating assets across equities and fixed income to pursue growth while moderating volatility appropriate for education funding timelines. The strategy blends multiple underlying funds and invests substantially in municipal securities within the 529 structure, making outcomes sensitive to tax, legislative, regulatory, demographic, or political changes that affect the municipal market and education-savings programs. The portfolio’s role is to serve families seeking a middle-ground risk profile—typically emphasizing large‑ and mid‑cap U.S. stocks alongside international equity exposure, paired with investment‑grade bond allocations for stability. As a program-managed portfolio with a long track record dating back to the early 2000s, it provides a transparent, benchmarked approach and ongoing professional oversight, aiming to deliver a smoother return path than equity‑heavy options while preserving growth potential necessary for future education costs.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMOJX

Performance

CMOJX had a total return of 14.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.32%.