Columbia Aggressive Track Ages 12-13 Fund (CATUX)

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	19.37
YTD Return	1.89%
1-Year Return	11.00%
5-Year Return	27.18%
52-Week Low	16.18
52-Week High	19.43
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CATUX

Columbia Aggressive Track Ages 12-13 Fund is a mutual fund designed as part of a target allocation strategy specifically tailored for the educational savings needs of beneficiaries aged 12 to 13. Its primary objective is to pursue higher capital appreciation by maintaining a more aggressive investment mix, typically emphasizing equities over fixed income or cash equivalents. This fund forms part of a broader age-based investment approach, often included within 529 education savings plans, where the asset allocation automatically becomes more conservative as the beneficiary approaches college age. By focusing on growth-oriented assets during a child's early adolescent years, the fund seeks to maximize potential investment gains while gradually reducing exposure to market volatility as college draws nearer. The Columbia Aggressive Track Ages 12-13 Fund is an important component for families and institutions aiming to efficiently manage education funding timelines within a diversified portfolio structure.

• Stock Exchange: NASDAQ
• Ticker Symbol: CATUX

Performance

CATUX had a total return of 11.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.82%.