Columbia Conservative 529 Portfolio (COMTX)
| 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 | 20.70 |
| YTD Return | -0.14% |
| 1-Year Return | 5.45% |
| 5-Year Return | 12.79% |
| 52-Week Low | 19.16 |
| 52-Week High | 20.96 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About COMTX
Columbia Moderate Track Ages 16-17 Class A is an age-based portfolio fund within the Future Scholar 529 College Savings Plan, a South Carolina-sponsored education savings program. This fund is specifically designed for beneficiaries ages 16-17 who are approaching college enrollment and seek a balanced investment approach. The portfolio implements an automatic asset allocation strategy that transitions investments toward more conservative positions as the beneficiary nears college age, reducing exposure to equities and increasing allocations to bonds and money market instruments. This glide-path approach helps protect accumulated savings from market volatility during critical college funding years. The fund offers South Carolina residents state income tax deductions on contributions, with a maximum contribution limit of $575,000 per beneficiary. Columbia Moderate Track Ages 16-17 Class A provides institutional investors and plan participants access to diversified underlying investment options from Vanguard and Columbia, combining equity exposure for growth potential with fixed income and cash holdings for stability as college expenses become imminent.
Performance
COMTX had a total return of 5.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.28%.