CLGCX

About CLGCX

Columbia College 529 Portfolio Fund – C Moderate Track is a multi-asset, moderate-risk investment portfolio designed as part of a 529 college savings plan. Its primary function is to help families save systematically for future higher education expenses while balancing growth opportunities with risk moderation. The fund achieves this by diversifying across a broad selection of underlying Columbia mutual funds and select exchange-traded funds (ETFs), spanning major asset classes such as U.S. and international equities, investment-grade bonds, money market instruments, and emerging market securities. It incorporates actively managed funds as well as index-tracking investments, providing exposure to large and mid-cap U.S. stocks, international developed and emerging markets, and a range of fixed-income sectors. By maintaining a moderate allocation between equities and fixed income, the portfolio aims to offer capital appreciation potential while reducing volatility, making it suitable for savers seeking a balanced approach to funding college costs. It plays a vital role in the education savings market by offering a professionally managed, tax-advantaged solution compliant with Section 529, allowing contributions to grow tax-deferred and enabling tax-free withdrawals for qualified educational expenses. The fund is part of a suite of age-based and risk-based portfolio options that help tailor investment strategies to the evolving needs and time horizons of college savers.