Columbia Moderate 529 Portfolio Fund (CNTAX)

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	2.94%
1-Year Return	8.70%
5-Year Return	16.28%
52-Week Low	19.29
52-Week High	21.36
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CNTAX

Columbia Conservative 529 Portfolio AG CONS is a conservative age-based investment option within the South Carolina Future Scholar 529 Advisor Plan. It serves as a tax-advantaged savings vehicle designed to help families fund qualified education expenses for beneficiaries, such as college tuition and related costs. This portfolio automatically adjusts its asset allocation over time, gradually shifting toward a more conservative mix as the beneficiary approaches college age, emphasizing capital preservation while providing modest growth potential. It primarily invests in a diversified blend of fixed-income securities, including municipal bonds, and limited equity exposure to balance risk and return. Managed by Columbia Management Investment Advisers, LLC as part of the program overseen by the South Carolina State Treasurer's Office, the portfolio is available exclusively through financial advisors in the Advisor Plan share class. With a net expense ratio of 0.56%, it caters to risk-averse investors seeking steady performance influenced by factors like interest rates, credit quality, and state-specific economic conditions. Founded in 2003 and integrated into South Carolina's 529 program, it plays a key role in structured, long-term education savings strategies.

• Ticker Symbol: CNTAX

Performance

CNTAX had a total return of 8.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.63%.