Columbia Growth 529 Portfolio Fund (CROEX)

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	78.19
YTD Return	8.68%
1-Year Return	11.28%
5-Year Return	50.11%
52-Week Low	68.04
52-Week High	80.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CROEX

Columbia Growth 529 Portfolio Class I is an investment portfolio designed specifically for education savings through a 529 college savings plan. Its primary objective is long-term capital growth, achieved by allocating assets predominantly to a diverse mix of equity market segments, with only limited exposure to fixed income investments. This portfolio is structured to help families accumulate savings for future educational expenses, offering broad exposure to both domestic and international equities across various sectors and company sizes. The underlying investments comprise several mutual funds, including those focused on large-cap, small-cap, and value equities, as well as select fixed income and convertible securities, providing both diversification and growth potential. As part of a 529 plan, the asset plays a significant role in supporting tax-advantaged, goal-oriented investing for higher education, and is suited for investors with a preference for equity-driven growth over a long-term horizon.

• Stock Exchange: Nasdaq
• Ticker Symbol: CROEX

Performance

CROEX had a total return of 11.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.58%.

Data Sources: Tiingo and Finnhub

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

Last checked:

Oct 17, 2026

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