Columbia Aggressive Track Ages 12-13 Fund (CATMX)

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	19.77
YTD Return	1.86%
1-Year Return	10.76%
5-Year Return	25.68%
52-Week Low	16.55
52-Week High	19.82
Beta (5Y)	0.53
Holdings	n/a
Inception Date	n/a

About CATMX

Columbia Aggressive Track Ages 12-13 Class A is an age-based mutual fund option within the Future Scholar 529 College Savings Plan, specifically designed for beneficiaries aged 12 to 13. Its primary function is to facilitate long-term education savings through a portfolio that gradually adjusts its asset mix in line with the beneficiary’s approach to college age, emphasizing more aggressive growth strategies during the earlier years. This portfolio strategically invests in a diversified mix, holding approximately 40% equity—including U.S. and international stocks—and about 46% in bonds, with the remainder allocated to cash and money market instruments. The fund's structure aims to balance capital appreciation potential with increasing stability, decreasing risk as college draws nearer. Managed by Columbia Management Investment Advisors, LLC, the portfolio plays a critical role for families seeking an investment track that combines growth and gradual risk reduction inside a tax-advantaged education savings framework. As part of the Future Scholar 529 program, it supports the goal of funding higher education while offering tailored allocations linked to both age and investor risk tolerance.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATMX

Performance

CATMX had a total return of 10.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.56%.