CCLNX

About CCLNX

Columbia College 529 Portfolio is a target-allocation portfolio within the Future Scholar 529 College Savings Plan designed to support near-to-college or in-college funding needs through a broadly diversified mix of assets. It seeks balanced exposure to equities and fixed income by investing in underlying Columbia Threadneedle mutual funds and select ETFs, aiming to moderate volatility while maintaining growth potential for education expenses. The portfolio sits within a suite of advisor-sold options that offer age-based and static strategies, with allocations and underlying funds managed and periodically adjusted by Columbia Management Investment Advisors. Its construction typically includes U.S. and international equities complemented by investment-grade and opportunistic bond strategies, reflecting the program’s multi-manager, multi-asset approach. The portfolio’s role in the market is to provide a professionally managed, tax-advantaged vehicle tailored to education savings objectives, integrating features of the Future Scholar program such as diversified building blocks, systematic rebalancing, and institutional fund selection overseen by South Carolina’s Office of the State Treasurer and Columbia Threadneedle Investments.