Columbia Aggressive Growth 529 Portfolio (CPSSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

64.34

-0.51 (-0.79%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	0.038%
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	64.85
YTD Return	9.68%
1-Year Return	13.13%
5-Year Return	55.19%
52-Week Low	55.66
52-Week High	67.05
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CPSSX

Columbia Aggressive Growth 529 Portfolio A Static is a mutual fund designed specifically for use within 529 college savings plans, focusing on aggressive growth as its primary investment objective. This portfolio allocates the majority of its assets to equities, with approximately 73% in U.S. stocks and around 20% in foreign stocks, offering broad exposure to domestic and international markets. A modest portion is allocated to bonds, while real estate and cash holdings are minimal, emphasizing a high-growth, higher-risk profile suitable for long investment horizons. The fund is actively managed, combining mutual funds from Columbia and other leading fund families to pursue capital appreciation. Its static allocation approach maintains a consistent risk profile, making it suitable for investors seeking long-term growth rather than automatic risk reduction over time. This portfolio is frequently employed as part of South Carolina's advisor-sold Future Scholar 529 College Savings Plan, helping families save for future education expenses. Managed by Columbia Management Investment Advisors, LLC, the fund plays a significant role in supporting education funding strategies by providing an aggressive equity-focused solution within the 529 plan marketplace.

Stock Exchange Nasdaq

Ticker Symbol CPSSX

Performance

CPSSX had a total return of 13.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.04%.