CLGBX

About CLGBX

Columbia College 529 Portfolio – Aggressive (Static) is a target-allocation portfolio within the Future Scholar 529 program designed to maintain a relatively high equity exposure over time rather than automatically shifting its mix as college approaches. It seeks broad diversification through a multi-manager lineup spanning U.S. large-, mid-, and small-cap equities, developed and emerging international stocks, and a complementary sleeve of fixed income and cash equivalents drawn from Columbia Threadneedle funds and select ETFs. As a static option, its allocation remains constant unless the account owner elects to change it, offering a consistent risk posture aligned with long-dated education funding horizons. Within the plan architecture, it sits at the higher end of the risk spectrum compared with moderate or conservative static choices, supporting participants who prioritize long-term capital appreciation while still benefiting from professional portfolio construction and oversight. The portfolio’s role in the market is to provide a turnkey, advisor-guided 529 vehicle that pairs tax-advantaged education savings with diversified, equity-tilted exposure, streamlining college planning for families seeking a single, durable allocation framework.