Columbia Moderate 529 Portfolio Fund (CMONX)
| 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 | -1.70% |
| 1-Year Return | 7.76% |
| 5-Year Return | 25.92% |
| 52-Week Low | 33.63 |
| 52-Week High | 41.61 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CMONX
Columbia Moderate 529 Portfolio Class A is a multi-asset portfolio designed for education savings within 529 college savings plans. Its primary function is to seek a balanced total return by investing in a mix of equity and fixed-income funds, reflecting a moderate risk profile suitable for long-term college funding goals. The portfolio utilizes a strategic asset allocation, typically comprising both U.S. and international stocks alongside fixed-income securities, aiming to offer growth potential while mitigating risk through diversification. The management employs a team-based, multimanager approach, selecting underlying funds across asset classes to enhance expertise and adaptability within changing market conditions. Columbia Moderate 529 Portfolio Class A plays a significant role in facilitating disciplined, goal-oriented college savings for families, providing tax-advantaged investing and simplified management for education planning. It invests substantially in municipal securities and may be affected by changes in tax, legislative, or demographic trends, underscoring its alignment with education-focused financial objectives.
Performance
CMONX had a total return of 7.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.59%.