Future Scholar 529 College Savings Plan S C - Clearbridge Small Cap 529 Fund (CSCDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

19.52

+0.03 (0.15%)

At close: Aug 26, 2026

20.87% (1Y)

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	19.49
YTD Return	19.39%
1-Year Return	20.87%
5-Year Return	29.44%
52-Week Low	15.25
52-Week High	19.52
Beta (5Y)	0.99
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.

Stock Exchange NASDAQ

Ticker Symbol CSCDX

Performance

CSCDX had a total return of 20.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.33%.