Income Portfolio Adviser (CNATX)

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	21.86
YTD Return	5.35%
1-Year Return	7.69%
5-Year Return	16.46%
52-Week Low	20.30
52-Week High	21.86
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CNATX

SC Future Scholar Advisor 529 Age-Based Aggressive 18+ Years AG is a portfolio within South Carolina's Future Scholar 529 College Savings Plan Advisor Program, designed for saving toward higher education expenses. This age-based option targets beneficiaries aged 18 years and older, employing an aggressive investment strategy that emphasizes higher equity exposure to pursue growth in the later stages of saving. It automatically allocates assets among underlying funds, including equity and fixed income options managed by firms such as Columbia Threadneedle Investments, American Century, Fidelity, and others, to balance risk and potential returns appropriate for its phase. Sold exclusively through financial advisors, the portfolio forms part of a broader selection of 35 investment choices in the Advisor Program, which offers more options compared to the direct plan. The Future Scholar 529 Plan, managed under the South Carolina College Investment Trust Fund by the Office of the State Treasurer, provides tax-advantaged savings with state income tax deductions for contributions, supporting qualified education costs at eligible institutions nationwide.

• Ticker Symbol: CNATX

Performance

CNATX had a total return of 7.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.72%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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