Total Available Funds: | 16 |
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Total Available Funds: | 16 |
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Total Available Funds: | 16 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
Click for Portfolio Details or Follow | -11.1% | -8.2% | 35.6% | 21.4% | 13.3% | 8.7% | |
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Asset Allocation Composite: Click here to see this strategy description | |||||||
Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
Click for Portfolio Details or Follow | -5.4% | 0.8% | 3.8% | 3.2% | 5.6% | 4.5% | |
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** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The New York 529 College Savings Program Advisor Plan is provided by Columbia Menagement LLC. The Columbia 529 plan provides three ways to invest: Age-based Portfolios, Asset Allocation Portfolios and Customized portfolios. With the custom portfolio option, the assets in your Columbia 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.
Columbia portfolios Portfolio name Underlying fund
Columbia Acorn NY 529 Columbia Acorn
Columbia Acorn Select NY 529 Columbia Acorn Select
Columbia Acorn USA NY 529 Columbia Acorn USA
Columbia Large Cap Value NY 529 Columbia Large Cap Value
ColumbiaMarsico Growth NY 529 ColumbiaMarsico Growth
ColumbiaMid Cap Value NY 529 ColumbiaMid Cap Value
Columbia Small Cap Value NY 529 Columbia Small Cap Value I
Columbia Small Cap Core NY 529 Columbia Small Cap Core
Columbia Thermostat NY 529 Columbia Thermostat
Columbia Intermediate Bond NY 529 Columbia Intermediate Bond
Columbia Strategic Income NY 529 Columbia Strategic Income
Premiere portfolios
Premiere Aggressive Growth NY 529 LeggMason ClearBridge Aggressive Growth†
Premiere Classic Value NY 529 RiverSource Equity Value††
Premiere Large Cap Value NY 529 BlackRock Large Cap Value
Premiere Global Allocation NY 529 UBS Global Allocation
Premiere International Equity NY 529 JPMorgan International Equity
For further information, please visit the Columbia official website or the Plan File.