Columbia Moderate Growth Portfolio Fund (CRAMX)

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	46.82
YTD Return	2.57%
1-Year Return	13.57%
5-Year Return	36.68%
52-Week Low	38.07
52-Week High	48.92
Beta (5Y)	0.70
Holdings	n/a
Inception Date	n/a

About CRAMX

Columbia Moderate Growth 529 Portfolio Class A is an investment portfolio designed for education savings under the 529 plan structure. Its primary objective is to achieve long-term capital growth while managing risk with moderate exposure to fixed income assets. The portfolio invests in a diversified mix of underlying mutual funds, allocating assets across both equities and bonds. It typically maintains a balanced allocation—such as approximately 60% in equities and 40% in fixed income—which includes both domestic and international markets. This approach aims to provide steady appreciation over time, balancing growth potential with risk mitigation. Columbia Moderate Growth 529 Portfolio Class A plays a significant role in the education finance sector, helping families save and invest for future college expenses while benefiting from the potential tax advantages of 529 plans. Its moderate risk profile makes it suitable for investors with medium-term time horizons who seek a blend of growth and stability in preparing for educational funding needs.

• Stock Exchange: NASDAQ
• Ticker Symbol: CRAMX

Performance

CRAMX had a total return of 13.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.68%.