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

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	18.06
YTD Return	6.36%
1-Year Return	7.95%
5-Year Return	17.57%
52-Week Low	12.92
52-Week High	18.38
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CSCHX

Clearbridge Small Cap 529 Portfolio Class AG is an investment portfolio designed specifically for education savings within a 529 plan structure. This mutual fund primarily focuses on investing in small-cap U.S. companies, aiming to provide long-term capital appreciation by identifying companies with significant growth potential that are often overlooked or undervalued by the broader market. The fund typically seeks out quality growth businesses across diverse sectors, leveraging rigorous research and active management to construct a diversified portfolio. By targeting smaller, dynamic firms, the Clearbridge Small Cap 529 Portfolio Class AG offers investors exposure to the unique growth opportunities and risks associated with the U.S. small-cap segment. Its role within the financial market is to serve as an educational savings vehicle, helping families accumulate assets over time to meet future tuition and education-related expenses, while potentially benefiting from the tax advantages unique to 529 plans.

• Stock Exchange: NASDAQ
• Ticker Symbol: CSCHX

Performance

CSCHX had a total return of 7.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.98%.