Columbia Aggressive Track Ages 16-17 Fund (CATKX)

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	16.85
YTD Return	1.14%
1-Year Return	8.85%
5-Year Return	17.67%
52-Week Low	15.04
52-Week High	16.86
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CATKX

Columbia Aggressive Track Ages 16–17 Class I is an age-based 529 plan portfolio within the Future Scholar program designed for beneficiaries nearing college. It pursues an aggressive track that systematically de-risks as the student approaches enrollment, allocating a smaller share to equities and a larger share to fixed income and cash compared with earlier-age aggressive portfolios. According to program materials, age-based tracks automatically shift allocations to more conservative holdings over time under the guidance of Columbia Threadneedle’s global asset allocation team, which may adjust underlying funds and weights as market conditions evolve. Within the 16–17 band, the direct-sold plan shows a mix centered on bonds and cash alongside a reduced equity sleeve to balance capital preservation with some growth potential before withdrawals begin. The portfolio sits in a broader menu of age-based options across conservative, moderate, and aggressive tracks, offering a structured glide path intended to align investment risk with the narrowing time horizon for higher-education expenses.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATKX

Performance

CATKX had a total return of 8.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.80%.