Columbia Moderate Growth 529 Portfolio (CMOPX)
| 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) | 0.70 |
| Holdings | n/a |
| Inception Date | n/a |
About CMOPX
The Columbia Moderate Growth 529 Portfolio is a target-allocation investment portfolio designed specifically for education savings as part of a 529 college savings plan. Its primary function is to seek long-term capital growth through a diversified allocation across multiple asset classes, balancing growth potential with risk management. This portfolio typically invests in an array of underlying mutual funds managed by Columbia Threadneedle Investments and other providers, including U.S. large-cap equities, international equities, and a substantial proportion of fixed-income instruments such as bonds. Notable features include approximately half of its allocation toward U.S. stocks, a meaningful allocation to foreign equities, and a significant portion in bonds, striving for a moderate risk profile that aims to support growth while providing some downside protection during market volatility. The Columbia Moderate Growth 529 Portfolio plays a critical role in the education savings landscape, offering families a way to systematically invest for future college expenses while benefiting from tax-advantaged growth, tax-free withdrawals for qualified expenses, and comprehensive diversification through professionally managed underlying holdings.
Performance
CMOPX 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%.