Columbia Conservative 529 Portfolio (CNSTX)
| 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 | 19.29 |
| 52-Week High | 20.96 |
| Beta (5Y) | 0.24 |
| Holdings | n/a |
| Inception Date | n/a |
About CNSTX
Columbia Conservative 529 Portfolio A is a conservative investment option within a 529 college savings plan, designed to support education funding goals with a focus on capital preservation and income generation. It primarily invests in a mix of fixed-income securities, including municipal bonds, and limited equity exposures to balance stability and modest growth potential. This portfolio suits investors seeking lower volatility, making it ideal for those nearing college enrollment or preferring a defensive approach in their 529 savings strategy. Key features include allocations to high-quality bonds sensitive to interest rates, tax considerations, and state-specific economic factors, alongside underlying funds managed for diversification across credit qualities and durations. As part of Columbia Threadneedle Investments' 529 offerings, it provides share classes like A for accessibility in qualified tuition programs, emphasizing steady performance over aggressive returns. Founded in 2003, this portfolio plays a vital role in the 529 market by offering a low-risk pathway for long-term education savings.
Performance
CNSTX 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%.