Columbia Short Term Bond 529 Portfolio (CSBEX)
| 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 | 13.11 |
| YTD Return | 0.85% |
| 1-Year Return | 5.81% |
| 5-Year Return | 15.39% |
| 52-Week Low | 12.40 |
| 52-Week High | 13.12 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CSBEX
Columbia Short Term Bond 529 Portfolio Class I is a 529 plan portfolio focused on high-quality, short‑duration fixed income securities. Its primary purpose is to provide capital preservation and income within education savings accounts by maintaining limited interest rate sensitivity through a portfolio of short‑term bonds. According to Nasdaq’s fund listing, this share class is part of the portfolio lineup dedicated to the 529 structure, offered alongside other share classes for education savers. The strategy typically emphasizes investment‑grade corporates, securitized credit such as asset‑ and mortgage‑backed securities, and U.S. government obligations, targeting a conservative duration profile characteristic of the short‑term bond category. Within the 529 market, the portfolio’s role is to serve as a lower‑volatility fixed income option that can be used as a stand‑alone conservative sleeve or as a stabilizer within age‑based or customized education savings allocations, helping smooth overall plan volatility while seeking consistent income generation. This positioning makes it a building block for families prioritizing steady bond exposure in college savings plans.
Performance
CSBEX had a total return of 5.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.23%.