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 | 38.78 |
| YTD Return | -0.61% |
| 1-Year Return | 12.01% |
| 5-Year Return | 26.34% |
| 52-Week Low | 32.37 |
| 52-Week High | 40.16 |
| 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.
Performance
CMOSX had a total return of 12.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.71%.