CCMDX

About CCMDX

Columbia Moderate 529-C Portfolio is a type of education savings plan portfolio designed to support families saving for future college expenses through a 529 plan. This portfolio employs a balanced investment approach, typically maintaining a moderate mix of stocks and bonds to seek long-term capital appreciation while managing risk at a moderate level. Its allocation strategy is intended to suit investors who prefer a balance between growth and capital preservation over the course of the investment, especially when the time horizon to college enrollment is neither very short nor very long. The portfolio’s composition and risk level are generally static, providing consistency regardless of the beneficiary’s age, though investors may adjust allocations manually if needed. Columbia Moderate 529-C Portfolio invests primarily in municipal securities and may be influenced by changes in tax laws, regulations, and market conditions. Its role in the financial market is to serve as a diversified, professionally managed vehicle for families aiming to accumulate education savings in a tax-advantaged manner, aligning with the goals and timelines typical of college-bound students.