Columbia Aggressive Track Ages 6-7 Fund (CATLX)

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	26.27
YTD Return	10.33%
1-Year Return	15.78%
5-Year Return	45.86%
52-Week Low	22.64
52-Week High	26.51
Beta (5Y)	0.76
Holdings	n/a
Inception Date	n/a

About CATLX

Columbia Aggressive Track Ages 6-7 Class I is a specialized mutual fund designed as part of an age-based investment approach for education savings, typically within 529 college savings plans. Its primary function is to provide growth-oriented asset allocation tailored specifically for beneficiaries aged 6 to 7 years. The fund features an aggressive investment strategy, allocating a substantial portion of its assets to equities, including both U.S. and international stocks, to capitalize on long-term market growth opportunities while the beneficiary is still several years away from college enrollment. As the child ages, allocations gradually shift towards more conservative investments to help manage risk as college draws nearer. This fund plays a pivotal role for families seeking to maximize college savings through targeted, age-adjusted portfolios. Columbia Aggressive Track Ages 6-7 Class I stands out for its dynamic asset allocation managed by professional portfolio managers, providing diversification and risk management within the context of a defined educational savings horizon.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATLX

Performance

CATLX had a total return of 15.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.19%.

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

Data Sources Report a data error