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 | 66.83 |
| YTD Return | 14.69% |
| 1-Year Return | 25.38% |
| 5-Year Return | 66.23% |
| 52-Week Low | 53.57 |
| 52-Week High | 67.39 |
| 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.
Performance
CPSTX had a total return of 25.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.90%.