CMSGX

About CMSGX

Columbia Moderate Growth 529 Portfolio - Advisor Static is a multi-asset mutual fund portfolio specifically structured for use within 529 college savings plans. Its primary purpose is to help investors save for future education expenses by providing a balanced investment approach. The portfolio targets a moderate growth objective, typically balancing risk and return by allocating assets predominantly among U.S. stocks, international equities, and bonds. As of recent data, its allocation is approximately 50% U.S. stocks, 12% foreign stocks, and 37% bonds, with minimal or no allocation to real estate, cash, or short-term bonds. This blend is designed to offer both capital appreciation potential and a measure of income while aiming for less volatility than equity-only portfolios. The fund is offered as part of South Carolina’s Future Scholar 529 College Savings Plan (advisor-sold), impacting the education savings sector and serving families planning for future college costs. Its static structure means the asset allocation remains consistent over time, making it suitable for investors who prefer a stable risk profile throughout the investment horizon.