CMAGX

About CMAGX

Columbia Moderate 529 Age-Based Aggressive Portfolio is a multi-asset investment option designed specifically for 529 college savings plans. Its primary function is to help families prepare for future higher education expenses by providing a diversified portfolio that dynamically adjusts its asset allocation based on the beneficiary's age. Adopting a more aggressive strategy in the early years, the portfolio typically allocates a higher proportion to equities to seek growth potential, then shifts toward more conservative investments such as bonds and cash equivalents as the beneficiary approaches college age, aiming to reduce risk and preserve capital. This age-based, risk-adjusted approach aligns with common investment principles for long-term educational savings, allowing participants to benefit from professional management and systematic rebalancing. The portfolio plays a significant role in the education funding marketplace, offering a structured, tax-advantaged solution for families seeking to systematically grow college savings over time while managing investment risk as the drawdown date nears.