Columbia Aggressive Growth 529 Portfolio (CNESX)
| 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 | 21.34 |
| YTD Return | -0.14% |
| 1-Year Return | 5.59% |
| 5-Year Return | 13.68% |
| 52-Week Low | 19.72 |
| 52-Week High | 21.61 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CNESX
Columbia Conservative 529 Portfolio - Static Class I is a static investment option within the Future Scholar 529 College Savings Plan, designed for conservative to moderate risk tolerance. It seeks to provide moderate long-term total return, primarily through current income, by maintaining a fixed allocation to a mix of underlying mutual funds focused on fixed income securities, equities, and cash equivalents. Unlike age-based portfolios that automatically adjust over time, this static portfolio does not change its asset mix as the beneficiary ages, offering account owners greater control to align with their specific investment objectives and strategy. Investments remain in this portfolio until the account owner directs a transfer to another option. The portfolio invests substantially in municipal securities, which may expose it to risks from tax, legislative, regulatory, demographic, political changes, or state-specific economic conditions, as well as concentration risks from a limited number of tax-exempt issuers. Launched in 2003 and managed by Columbia Threadneedle Investments, it serves as a key component for families planning college savings with a emphasis on capital preservation and income generation.[148 words]
Performance
CNESX had a total return of 5.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.44%.