Columbia Moderate 529 Portfolio Fund (CNTEX)

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	19.87
52-Week High	21.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CNTEX

SC Future Scholar Advisor 529 Columbia Conservative Portfolio I is a conservative investment option within South Carolina's Future Scholar 529 College Savings Plan Advisor Program, designed for families saving for education expenses. This portfolio primarily invests in a mix of equity and fixed income funds, along with cash equivalent securities, through underlying funds such as the Columbia Contrarian Core Fund Institutional Class and Columbia Large Cap Index Fund, emphasizing capital preservation alongside moderate long-term returns. It suits investors with a conservative risk tolerance, particularly in age-based tracks for beneficiaries aged 14 and older, where it helps shift allocations toward lower-risk assets as college approaches. The portfolio forms part of the Advisor Plan, accessible exclusively through financial advisors, offering a broader selection of choices compared to the Direct Plan. Sponsored by the state of South Carolina and managed by Columbia Threadneedle Investments, it supports qualified higher education costs while prioritizing stability in a diversified, multi-asset framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: CNTEX

Performance

CNTEX 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%.