CSATX

About CSATX

SC Future Scholar Advisor 529 Columbia Moderate Portfolio AG is a diversified mutual fund portfolio designed specifically for education savings within South Carolina’s Future Scholar 529 College Savings Plan. This portfolio follows a moderate risk strategy, balancing growth and income objectives by actively allocating investments across domestic and international equities and a significant range of fixed income instruments. Approximately half of the portfolio is allocated to U.S. stocks, with additional exposure to foreign equities and a substantial portion in bonds, which collectively help manage risk while seeking steady returns. Managed by Columbia Management Investment Advisors, the portfolio utilizes mutual funds from a variety of well-known families, including Columbia, Vanguard, and others, selecting both index funds and actively managed funds to optimize long-term growth potential for college savings. As an advisor-sold option, it supports customized planning via financial advisors and benefits from Section 529 tax provisions, making it an important tool for families aiming to plan and manage future education costs in a tax-advantaged way.