Columbia Aggressive Track Ages 6-7 Fund (CATJX)

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 CATJX

Columbia Aggressive Track Ages 6-7 Class A is a mutual fund specifically designed for college savings as part of an age-based, aggressive investment strategy within a 529 plan structure. The fund primarily targets families saving for a child’s education, focusing on beneficiaries aged 6 to 7. Its asset allocation is characterized by a higher proportion of equities relative to fixed income and cash, aiming to maximize long-term growth potential during the earlier stages of the education saving timeline. The aggressive investment track seeks to benefit from the extended time horizon before funds are needed for tuition payments, accepting higher short-term volatility in pursuit of greater capital appreciation. The fund’s exposure to diversified domestic and international stocks makes it well-suited for those seeking growth-oriented investments within an education savings plan framework. As part of the Future Scholar 529 College Savings Plan, this fund plays a critical role in helping families systematically prepare for rising education costs, adjusting its risk profile as the beneficiary approaches college age.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATJX

Performance

CATJX 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%.