Columbia Aggressive Growth 529 Portfolio (CPSTX)

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	68.84
YTD Return	17.21%
1-Year Return	23.65%
5-Year Return	64.45%
52-Week Low	55.53
52-Week High	68.87
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CPSTX

The Columbia Aggressive Growth 529 Portfolio Class A is a mutual fund designed primarily for aggressive long-term growth within a 529 college savings plan framework. Established in 2003, this portfolio invests predominantly in equities, with a significant allocation to U.S. stocks (approximately 73%) and foreign stocks (around 20%), complemented by a smaller portion in bonds and minimal cash holdings. Its objective is to achieve capital appreciation by taking on higher risk through a growth-oriented investment strategy. The portfolio is managed actively and is part of South Carolina's Future Scholar 529 College Savings Plan, which supports tax-advantaged education savings. This fund serves investors seeking to build education funding over time with a high tolerance for market volatility. It plays a role in the financial market by providing an option tailored for college savings plans that emphasize equity growth, making it suitable for investors with a longer investment horizon who aim to maximize growth potential for future education expenses.

• Stock Exchange: NASDAQ
• Ticker Symbol: CPSTX

Performance

CPSTX had a total return of 23.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.98%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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