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 | 19.87 |
| YTD Return | 5.00% |
| 1-Year Return | 11.38% |
| 5-Year Return | 26.81% |
| 52-Week Low | 17.88 |
| 52-Week High | 20.02 |
| 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.
Performance
CATUX had a total return of 11.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.97%.