| Total Available Funds: | 19 |
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| Total Available Funds: | 19 |
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| Total Available Funds: | 19 |
- 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 | -0.8% | 7.8% | -0.5% | 19.6% | 11.7% | 11.8% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 | 0.5% | 3.5% | -2.0% | 20.4% | 12.3% | 13.1% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** 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 Columbia 529 plan is sponsored by the State of Nevada. It 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.
Asset Class Portfolio Name Invest in
Large-cap Columbia Large Cap Value 529 Columbia Large Cap Value Fund
Columbia Growth Stock 529 Columbia Large Cap Growth Fund*
Marsico Focus 529 Marsico Focus Fund
Marsico Growth 529 Marsico Growth Fund
Oppenheimer Main Street 529 Oppenheimer Main Street Fund
Mid-cap Columbia Acorn Select 529 Columbia Acorn Select
Columbia Mid Cap Growth 529 Columbia Mid Cap Growth Fund
Columbia Mid Cap Value 529 Columbia Mid Cap Value Fund
Small-cap Columbia Acorn 529 Columbia Acorn Fund
Columbia Acorn USA 529 Columbia Acorn USA
Columbia Small Cap Core 529 Columbia Small Cap Core Fund
Specialty Columbia Real Estate Equity 529 Columbia Real Estate Equity Fund
International Columbia Acorn International 529 Columbia Acorn International
Columbia International Stock 529 Columbia International Stock Fund
Oppenheimer Global 529 Oppenheimer Global Fund
Fixed income Columbia Conservative High Yield 529 Columbia Conservative High Yield Fund
Columbia Short Term Bond 529 Columbia Short Term Bond Fund
Columbia Intermediate Bond 529 Columbia Intermediate Bond Fund
Columbia Cash Reserves 529 Columbia Cash Reserves Fund
For further information, please visit the Columbia official website or the Plan File.
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