Columbia Aggressive Growth 529 Portfolio (CNCSX)

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	18.03
YTD Return	0.61%
1-Year Return	5.93%
5-Year Return	10.00%
52-Week Low	16.74
52-Week High	18.04
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CNCSX

Columbia Conservative 529 Portfolio is a college‑savings mutual fund designed to provide a lower‑volatility path for education funding within the Future Scholar 529 Plan. The portfolio emphasizes capital preservation and income by allocating predominantly to high‑quality fixed income and cash‑like instruments, complemented by a modest equity exposure to support long‑term growth. It is managed within a conservative strategic framework and measured against a conservative benchmark, aiming to smooth market fluctuations while maintaining tax‑advantaged participation in capital markets. The strategy draws on Columbia Threadneedle’s multi‑manager lineup and municipal and taxable bond expertise, reflecting the plan’s focus on diversified, risk‑aware construction. With a long operating history dating to 2003 and ongoing disclosure of performance and expenses, the portfolio serves account owners seeking a disciplined, conservative core for education goals, balancing stability with incremental return potential in a 529 context.

• Stock Exchange: NASDAQ
• Ticker Symbol: CNCSX

Performance

CNCSX had a total return of 5.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.51%.