Columbia Short Term Bond 529 Portfolio (CSBAX)

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	13.01
YTD Return	1.88%
1-Year Return	3.67%
5-Year Return	15.35%
52-Week Low	12.56
52-Week High	13.01
Beta (5Y)	0.09
Holdings	n/a
Inception Date	n/a

About CSBAX

Columbia Short Term Bond 529 Portfolio Class A is a mutual fund designed specifically for 529 college savings plans, targeting conservative investors seeking income and capital preservation. It primarily invests in a diversified portfolio of short-term, high-quality fixed-income securities, including investment-grade corporate bonds, mortgage-backed securities, asset-backed securities, and U.S. government obligations. With a focus on short duration bonds, typically featuring limited interest rate sensitivity and medium credit quality, the fund aims to provide steady income while minimizing volatility and principal risk. This portfolio plays a key role in 529 plans, such as South Carolina's Future Scholar Advisor 529 Plan, offering participants a low-risk fixed-income option to balance more aggressive equity allocations in their education savings strategies. Managed by Columbia Threadneedle Investments, one of the nation's largest asset managers, it supports long-term goals like funding qualified higher education expenses through tax-advantaged growth.

• Stock Exchange: NASDAQ
• Ticker Symbol: CSBAX

Performance

CSBAX had a total return of 3.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.53%.

Data Sources: Tiingo and Finnhub

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

Last checked:

Aug 27, 2026

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