CMDBX

About CMDBX

Columbia Conservative 529 Portfolio – Class C is an advisor-sold multi-asset portfolio within the Future Scholar 529 College Savings Plan designed to prioritize capital preservation and income while maintaining a modest allocation to growth assets. It aggregates a diversified mix of underlying Columbia Threadneedle mutual funds and select ETFs across high-quality U.S. investment-grade bonds, Treasuries, and cash equivalents, complemented by a smaller sleeve of large-cap and international equities for limited upside potential. The portfolio’s objective is to support education savings needs over shorter horizons or lower risk tolerances by dampening volatility relative to equity-heavy options, while still pursuing tax-advantaged growth under Section 529 rules. As part of the plan’s static options lineup, it targets a conservative risk profile and charges Class C distribution and service fees consistent with the program’s fee schedule. It plays a role as a core, lower-risk anchor for beneficiaries nearing enrollment, or for account owners seeking steadier value fluctuations within a professionally managed, age-agnostic 529 allocation framework.