Columbia Short Term Bond 529 Portfolio (CSDCX)

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	12.71
YTD Return	1.84%
1-Year Return	3.59%
5-Year Return	15.25%
52-Week Low	12.27
52-Week High	12.71
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CSDCX

Columbia Short Term Bond 529 Portfolio Class C is a 529 plan fixed income portfolio designed to provide capital preservation and income through a diversified mix of short-duration bonds. The strategy primarily invests in investment-grade debt with limited interest rate sensitivity, focusing on sectors such as U.S. Treasuries, agency and corporate bonds, and securitized assets including asset-backed and mortgage-backed securities. As a Class C share of a 529 portfolio, it is structured for education savings accounts, aligning bond income and lower duration with the tuition-focused objectives of college savers. The portfolio’s short maturity profile aims to reduce volatility relative to broader bond markets while maintaining regular income generation. Managed by Columbia Threadneedle, it typically employs rigorous credit research and risk controls to balance credit quality and yield. Within a 529 plan lineup, it serves as a conservative building block or ballast, complementing equity-oriented options and offering a potential cash-management role for near-term education expenses.

• Stock Exchange: NASDAQ
• Ticker Symbol: CSDCX

Performance

CSDCX had a total return of 3.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.79%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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