Columbia Moderate Growth Portfolio Fund (CTEMX)
| 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 | 46.94 |
| YTD Return | 2.49% |
| 1-Year Return | 12.73% |
| 5-Year Return | 31.60% |
| 52-Week Low | 36.97 |
| 52-Week High | 47.21 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CTEMX
Columbia Moderate Growth 529 Portfolio Class C is a multi-asset portfolio designed specifically for education savings within the framework of a 529 college savings plan. The primary purpose of this asset is to provide moderate capital growth by maintaining a balanced allocation between equities and fixed income securities. It invests in a diverse mix of underlying funds including U.S. large cap and small cap equities, international and emerging market stocks, corporate and government bonds, and money market instruments. The portfolio's strategic blend aims to capture growth potential while managing overall risk, making it suitable for savers who seek a middle ground between aggressive growth and conservative stability. The portfolio plays a significant role in college savings strategies, serving families who wish to accumulate funds with the potential for appreciation while reducing vulnerability to large market swings. As part of the Future Scholar 529 Plan, it benefits from professional asset selection and periodic rebalancing, supporting long-term educational funding goals in a tax-advantaged manner. Its balanced approach and diversified exposure help it appeal to investors with intermediate time horizons and risk profiles.
Performance
CTEMX had a total return of 12.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.85%.