Columbia Conservative Static Portfolio (CNASX)
| 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 | 20.70 |
| YTD Return | -0.14% |
| 1-Year Return | 5.45% |
| 5-Year Return | 12.79% |
| 52-Week Low | 19.16 |
| 52-Week High | 20.96 |
| Beta (5Y) | 0.24 |
| Holdings | n/a |
| Inception Date | n/a |
About CNASX
Columbia Conservative 529 Portfolio is a single-fund static investment option within the Future Scholar 529 college savings plan. It seeks to provide moderate long-term total return primarily through current income, aligning with conservative to moderate risk tolerance levels. The portfolio invests substantially in underlying mutual funds, including fixed income securities such as municipal bonds, short-term bonds, total return bonds, and TIPS ETFs, alongside limited equity exposure for balanced growth potential. Designed for investors preferring a stable asset allocation that does not automatically adjust over time or with the beneficiary's age, it offers control to maintain holdings until the account owner directs a change. Available through the Advisor Plan exclusively via financial advisors, it supports tax-advantaged savings for qualified education expenses, subject to risks like interest rate fluctuations, credit risks, and potential principal loss from underlying investments. Managed by Columbia Threadneedle Investments, this portfolio plays a key role in customized 529 strategies for families prioritizing capital preservation and income generation in their college funding approach.
Performance
CNASX had a total return of 5.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.28%.