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	26.76
YTD Return	14.45%
1-Year Return	19.99%
5-Year Return	49.72%
52-Week Low	22.26
52-Week High	26.77
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 19.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.71%.

Data Sources: Tiingo and Finnhub

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

Last checked:

Aug 27, 2026

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