Columbia College 529 Portfolio (COLPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.40

0.00 (0.00%)

At close: Aug 27, 2026

2.73% (1Y)

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	12.40
YTD Return	1.14%
1-Year Return	2.73%
5-Year Return	8.11%
52-Week Low	12.07
52-Week High	12.42
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About COLPX

Columbia College 529 Portfolio Class A is a static, multi-asset portfolio within the Future Scholar 529 College Savings Plan designed to help families save for qualified education expenses through a professionally managed, diversified allocation. The portfolio invests across a curated lineup of underlying funds from Columbia Threadneedle and select external managers, spanning U.S. and international equities, core and specialty fixed income, and ETF exposures to provide balanced growth and capital preservation characteristics suited to college savings objectives. As part of the advisor-sold program, it features a defined pricing schedule and share-class structure, with the Class A option carrying a program management fee tier specific to this portfolio. Positioned among the plan’s static options, the portfolio does not change its risk profile automatically with the beneficiary’s age, offering a consistent allocation for investors seeking a steady policy over time rather than a glidepath. It plays a role in the broader Future Scholar architecture by complementing age-based tracks and other target allocation choices, enabling tailored strategies that integrate tax-advantaged 529 benefits with diversified investment exposure for education funding.

Stock Exchange NASDAQ

Ticker Symbol COLPX

Performance

COLPX had a total return of 2.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.05%.