CMATX

About CMATX

The Columbia Moderate Growth 529 Portfolio Advisor Class is a multi-asset investment portfolio specifically crafted for 529 college savings programs. Its primary purpose is to help families save for future higher education expenses by offering a professionally managed, diversified mix of assets within a single portfolio. The investment strategy is designed with a moderate growth objective, typically balancing approximately 50% U.S. stocks, around 12% international stocks, and about 37% bonds, positioning the portfolio for long-term capital appreciation while managing risk exposure. This portfolio, managed by Columbia Management Investment Advisers, LLC, leverages both actively managed and indexed funds to enhance diversification and adaptability across various market environments. The structure is intended for investors seeking a blend of growth and stability within their college savings plan, aiming to reduce potential volatility compared with portfolios holding a higher equity concentration. As part of the Future Scholar 529 College Savings Plan (advisor-sold version), it offers notable features such as tax-advantaged growth, the ability to benefit from professional management, and tailored asset allocation appropriate for education-focused investing. The Columbia Moderate Growth 529 Portfolio Advisor Class plays a pivotal role for families planning education expenses, integrating disciplined investment management with the tax benefits unique to 529 plans.