Columbia Aggressive Growth 529 Portfolio (CSETX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

49.74

0.00 (0.00%)

At close: Aug 26, 2026

11.55% (1Y)

Fund Assets	n/a
Expense Ratio	0.00%
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	49.74
YTD Return	7.29%
1-Year Return	11.55%
5-Year Return	31.41%
52-Week Low	44.52
52-Week High	50.04
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CSETX

Columbia Moderate 529 Portfolio I is a professionally managed mutual fund within the 529 college savings plan category, specifically tailored for education-related investing. The portfolio offers a balanced and diversified allocation, aiming to blend growth and stability by investing across key asset classes such as U.S. stocks, international equities, and bonds. Designed for investors seeking moderate risk exposure, it typically features a mix where equities outpace bonds, but not to the extent of aggressive portfolios, supporting long-term capital appreciation while mitigating significant volatility. Managed by Columbia Management Investment Advisors, the portfolio is part of South Carolina’s Future Scholar 529 College Savings Plan and serves families planning for higher education expenses. Its role in the financial market is to provide systematic, tax-advantaged saving opportunities for education, using a mix of actively managed and index fund components. Fees are structured as a percentage of assets, and the fund is periodically compared to category averages for performance and expense metrics, facilitating transparent assessment for investors focused on college savings goals.

Stock Exchange NASDAQ

Ticker Symbol CSETX

Performance

CSETX had a total return of 11.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.53%.