Columbia Moderate 529 Portfolio Fund (CNTCX)
| 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 | 0.56% |
| 1-Year Return | 5.87% |
| 5-Year Return | 9.94% |
| 52-Week Low | 16.74 |
| 52-Week High | 18.04 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CNTCX
Columbia Conservative 529 Portfolio is a multi-asset portfolio within the Future Scholar 529 College Savings Plan designed to prioritize capital preservation and income while maintaining limited equity exposure. It serves as a static, conservative option for education savers seeking a steadier return profile aligned with shorter time horizons. The portfolio allocates primarily to high-quality fixed income, cash equivalents, and income-oriented strategies, complemented by a smaller allocation to diversified equities. It is professionally managed by Columbia Threadneedle Investments as part of South Carolina’s advisor-sold program, which employs a multi-manager lineup and institutional building blocks to diversify across U.S. and international markets, credit sectors, and duration profiles. As a 529 portfolio, it operates under the plan’s tax-advantaged framework and invests substantially in municipal securities, making it sensitive to changes in tax law and state-level fiscal conditions. The offering sits alongside age-based and target allocation tracks, giving families a conservative, static choice to match risk tolerance and funding timelines while leveraging program administration by the Office of the State Treasurer of South Carolina and investment oversight from Columbia Management.
Performance
CNTCX had a total return of 5.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.51%.