CSETX

About CSETX

Columbia Moderate 529 Portfolio I is a professionally managed mutual fund within the 529 college savings plan category, specifically tailored for education-related investing. The portfolio offers a balanced and diversified allocation, aiming to blend growth and stability by investing across key asset classes such as U.S. stocks, international equities, and bonds. Designed for investors seeking moderate risk exposure, it typically features a mix where equities outpace bonds, but not to the extent of aggressive portfolios, supporting long-term capital appreciation while mitigating significant volatility. Managed by Columbia Management Investment Advisors, the portfolio is part of South Carolina’s Future Scholar 529 College Savings Plan and serves families planning for higher education expenses. Its role in the financial market is to provide systematic, tax-advantaged saving opportunities for education, using a mix of actively managed and index fund components. Fees are structured as a percentage of assets, and the fund is periodically compared to category averages for performance and expense metrics, facilitating transparent assessment for investors focused on college savings goals.