Columbia Conservative 529 Portfolio (CONTX)

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 CONTX

Columbia Conservative 529-A Static Portfolio is a fixed allocation investment option designed for 529 college savings plans. This portfolio maintains a conservative asset mix that does not automatically adjust over time, allowing account owners to choose a consistent investment strategy aligned with their risk tolerance. The portfolio combines equity, fixed income, and cash components to pursue moderate long-term returns primarily through current income rather than capital appreciation. Columbia Conservative 529-A Static Portfolio is part of Columbia Management's broader offerings within state-sponsored 529 plans, providing investors with a straightforward, passive approach to education savings. The portfolio's static nature means allocations remain unchanged unless the account owner or the plan administrator initiates a change, making it suitable for investors seeking stability and predictable exposure to diversified asset classes without the automatic rebalancing that occurs in age-based portfolios.

• Stock Exchange: NASDAQ
• Ticker Symbol: CONTX

Performance

CONTX 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%.