Columbia Short Term Bond 529 Portfolio (CSTPX)
| 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 | 12.85 |
| YTD Return | 0.78% |
| 1-Year Return | 5.58% |
| 5-Year Return | 14.62% |
| 52-Week Low | 12.17 |
| 52-Week High | 12.86 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CSTPX
Columbia Short Term Bond 529 Portfolio Class A is a fixed income portfolio designed for education savers seeking current income and capital preservation within a 529 college savings plan structure. It primarily invests in short-duration, investment-grade bonds, aiming to limit interest rate sensitivity while providing a diversified exposure across sectors such as U.S. Treasuries, high-quality corporates, and securitized debt including asset-backed and mortgage-related securities. The portfolio’s short effective duration targets reduced volatility relative to core bond strategies, aligning with near- to intermediate-term education funding horizons. Offered by Columbia Threadneedle Investments, the strategy is part of the Future Scholar advisor-sold lineup and is available in multiple share classes, with Class A featuring an upfront sales charge and ongoing distribution and service fees typical of advisor share designs. The portfolio’s role in the market is to provide a conservative bond allocation within 529 plans, complementing equity-heavy tracks and glide path options by emphasizing liquidity, credit quality, and stability of returns while maintaining daily pricing, transparent holdings, and professional management oversight.
Performance
CSTPX had a total return of 5.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.32%.