Columbia Short Term Bond 529 Portfolio (CSTPX)

Fund Assets	n/a
Expense Ratio	0.038%
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	12.94
YTD Return	1.41%
1-Year Return	2.21%
5-Year Return	15.02%
52-Week Low	12.66
52-Week High	13.01
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.

• Stock Exchange: Nasdaq
• Ticker Symbol: CSTPX

Performance

CSTPX had a total return of 2.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.44%.

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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