Future Scholar 529 College Savings Plan S C - Clearbridge Small Cap 529 Fund (CSCDX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| 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 | 18.97 |
| YTD Return | 17.74% |
| 1-Year Return | 27.74% |
| 5-Year Return | 26.31% |
| 52-Week Low | 14.88 |
| 52-Week High | 19.25 |
| Beta (5Y) | 0.98 |
| Holdings | n/a |
| Inception Date | n/a |
About CSCDX
Clearbridge Small Cap 529 Portfolio, Class A is a mutual fund designed to serve the college savings needs of investors through a 529 plan structure. Its primary purpose is to provide long-term capital appreciation by investing predominantly in equity securities of small-capitalization U.S. companies. The fund targets businesses that are in the early stages of growth, offering investors exposure to a segment of the market known for its potential innovation and dynamic expansion. Comprised mainly of small-cap stocks, the portfolio may span diverse industries such as industrials, technology, consumer services, and financials, reflecting broad small-cap market opportunities. As part of a 529 college savings program, the portfolio is tailored for individuals seeking tax-advantaged growth to fund future educational expenses. The fund’s strategy and asset selection are guided by experienced managers who apply rigorous research to identify high-quality small-cap companies with strong growth prospects. Clearbridge Small Cap 529 Portfolio, Class A plays a significant role in helping families plan for higher education costs while also providing valuable access to the small-cap segment of the U.S. equity market.
Performance
CSCDX had a total return of 27.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.26%.