Columbia College 529 Portfolio (COLMX)

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	12.37
YTD Return	0.90%
1-Year Return	5.73%
5-Year Return	8.32%
52-Week Low	11.68
52-Week High	12.37
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About COLMX

Columbia College 529-A Moderate is a target‑risk portfolio within the Future Scholar 529 College Savings Plan designed to provide a balanced approach to education funding. It blends diversified equity exposure with a meaningful allocation to fixed income, aiming to moderate volatility while supporting long‑term capital appreciation for college costs. Positioned between growth and conservative options, this portfolio uses a multi‑manager lineup that includes actively managed funds and ETFs across U.S. and international stocks alongside core bonds. It is part of a broader menu of seven target‑allocation choices offered in the program, allowing families to match risk tolerance with college savings horizons. The Future Scholar framework emphasizes tax‑advantaged saving under Section 529, with features such as account owner control, broad investment menus, and integration into age‑based and static strategies. Within the plan’s architecture, the moderate profile plays a central role for savers seeking equilibrium between return potential and risk management as beneficiaries approach higher education needs.

• Stock Exchange: NASDAQ
• Ticker Symbol: COLMX

Performance

COLMX had a total return of 5.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.83%.