Columbia Moderate 529 Portfolio Fund (CMOSX)

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	2.10%
1-Year Return	11.92%
5-Year Return	30.79%
52-Week Low	33.63
52-Week High	41.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMOSX

The Columbia Moderate 529 Portfolio Fund Class A is a mutual fund designed to meet the educational savings needs of investors participating in 529 college savings plans. Its primary function is to provide a balanced investment solution by allocating assets across both equity and fixed income securities, reflecting a moderate risk profile. This fund seeks to achieve a mix of growth and income, making it suitable for investors with a medium-term time horizon who desire potential appreciation while managing risk. Notably, the fund invests substantially in municipal securities, which can provide certain tax advantages, particularly for education-related savings. The diversified asset allocation within the portfolio aims to balance exposure to market growth opportunities and downside protection, adapting to changes in legislative, regulatory, or macroeconomic environments. Playing a significant role in the education savings landscape, the Columbia Moderate 529 Portfolio Fund Class A helps families plan for future college expenses by offering professional management, diversification, and a clear structure tailored to those prioritizing higher education funding.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMOSX

Performance

CMOSX had a total return of 11.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.