Columbia Aggressive Track Ages 6-7 Fund (CATCX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.77
YTD Return	7.22%
1-Year Return	9.64%
5-Year Return	37.00%
52-Week Low	21.26
52-Week High	24.53
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CATCX

Columbia Aggressive Track Ages 6-7 Class C is an equity mutual fund designed within the framework of a 529 college savings plan, specifically tailored for beneficiaries aged 6 to 7. Its primary function is to support the long-term funding needs associated with higher education by seeking growth through aggressive asset allocation. The fund predominantly invests in equities, reflecting a higher risk and return profile suitable for the plan’s intended investment horizon during the early school years. As part of age-based investment tracks, its allocation strategy automatically adjusts as the beneficiary ages, gradually shifting from growth-oriented assets to more conservative holdings. The fund plays a significant role in education planning by allowing families to align investment risk with the child’s age, optimizing for potential appreciation during early saving years while managing volatility over time. This structure is particularly relevant for investors prioritizing tax-advantaged growth and risk-adjusted progression toward future tuition and education expenses.

• Stock Exchange: Nasdaq
• Ticker Symbol: CATCX

Performance

CATCX had a total return of 9.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.50%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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