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

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	16.30
YTD Return	4.29%
1-Year Return	4.82%
5-Year Return	7.17%
52-Week Low	14.59
52-Week High	18.35
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CSCOX

ClearBridge Small Cap 529 Portfolio Class C is a mutual fund designed to serve as an investment option within 529 college savings plans. Its primary objective is to achieve long-term capital appreciation by investing in a diversified portfolio of U.S. small-cap companies. The fund focuses on companies with high growth potential at the smaller end of the market capitalization spectrum, often targeting firms in emerging industries or those in the early stages of their business lifecycle. This strategy can introduce higher volatility but also offers the potential for significant growth, aligning with the long investment horizons typical of education savings plans. ClearBridge Small Cap 529 Portfolio Class C plays a significant role in providing families with an opportunity to grow savings for future educational expenses, while contributing to the efficient allocation of capital toward innovative and expanding segments of the U.S. economy.

• Stock Exchange: Nasdaq
• Ticker Symbol: CSCOX

Performance

CSCOX had a total return of 4.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.40%.

Data Sources: Tiingo and Finnhub

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

Last checked:

Oct 17, 2026

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