Income Portfolio Adviser (CNETX)
| 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 CNETX
Columbia Conserv 529-I Aggr is an aggressive investment portfolio within the Future Scholar 529 college savings plan, managed by Columbia Threadneedle Investments. It serves as a vehicle for tax-advantaged saving toward qualified higher education expenses, featuring an aggressive allocation strategy designed for investors with higher risk tolerance and longer time horizons. The portfolio invests in a mix of underlying Columbia funds and strategies, emphasizing growth-oriented assets such as equity funds, including those focused on contrarian core approaches, cornerstone growth, dividend income, research-enhanced core ETFs, and technology and information sectors, alongside some fixed income and treasury components for diversification. This structure aims to pursue capital appreciation while managing volatility through professional asset allocation. Available through the Advisor Plan, it is exclusively offered via financial advisors, catering to families planning for future educational costs in a dynamic market environment. Founded in 1976 and headquartered in Boston, Massachusetts, Columbia Threadneedle Investments provides this portfolio as part of its suite of 529 plan options.
Performance
CNETX 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%.