Columbia Aggressive Track Ages 6-7 Fund (CATGX)

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	24.97
YTD Return	2.76%
1-Year Return	14.59%
5-Year Return	44.67%
52-Week Low	18.98
52-Week High	25.16
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CATGX

Columbia Aggressive Track Ages 6-7 Class AG is an age-based mutual fund designed for education savings within the Future Scholar 529 College Savings Plan. Its primary purpose is to help families systematically save for future college expenses by providing a professionally managed investment option tailored to beneficiaries aged six to seven years. This fund operates within an 'aggressive' investment track, emphasizing a high allocation to equities and aiming for capital appreciation over the long term. The portfolio composition for this age group typically consists of a significant majority in equity securities, complemented by smaller positions in fixed income and cash, reflecting a higher risk tolerance suitable for younger beneficiaries and a longer investment horizon before college enrollment. As part of a 529 plan offering, Columbia Aggressive Track Ages 6-7 Class AG automatically adjusts its risk profile as the beneficiary ages, gradually shifting from aggressive to more conservative allocations to help manage risk as the target college date approaches. The fund plays a key role in education planning by offering investors tax-advantaged savings, diversification, and professional management aimed at maximizing growth potential during the early years of a child's education savings journey.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATGX

Performance

CATGX had a total return of 14.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.04%.