Columbia Conservative Track Ages 0-3 Fund (CCTDX)

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	24.03
YTD Return	2.76%
1-Year Return	15.82%
5-Year Return	44.59%
52-Week Low	18.98
52-Week High	25.16
Beta (5Y)	0.76
Holdings	n/a
Inception Date	n/a

About CCTDX

Columbia Conservative Track Ages 0-3 Class A is a mutual fund specifically crafted for investors participating in an age-based college savings strategy, notably within the Future Scholar 529 College Savings Plan. This fund is designed for the youngest beneficiaries, allocating investments with a conservative risk profile to preserve capital while aiming for moderate growth. Its portfolio emphasizes a mix of asset classes, predominantly featuring U.S. equities, international stocks, and a significant allocation to fixed income securities such as bonds, with minimal or no exposure to cash equivalents or real estate. The conservative approach seeks to balance growth potential with protection from market volatility, making it suitable for the initial years of education savings. Managed by Columbia Management Investment Advisors, the fund benefits from diversified asset management and is an integral part of a glide-path strategy, gradually adjusting its risk profile as the beneficiary ages. As part of a 529 plan, it also supports tax-advantaged growth for education funding, underscoring its role in long-term college planning for families focused on stability and prudent asset growth in early childhood years.

• Stock Exchange: NASDAQ
• Ticker Symbol: CCTDX

Performance

CCTDX had a total return of 15.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.06%.