Columbia Conservative Track Ages 8-9 Fund (CCTJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

19.79

0.00 (0.00%)

At close: Aug 27, 2026

9.46% (1Y)

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	19.79
YTD Return	5.94%
1-Year Return	9.46%
5-Year Return	25.17%
52-Week Low	18.02
52-Week High	19.89
Beta (5Y)	0.52
Holdings	n/a
Inception Date	n/a

About CCTJX

Columbia Conservative Track Ages 8-9 Class A is a mutual fund designed as part of an age-based, conservative investment strategy within 529 college savings plans. Its primary function is to help families save for a child's future educational expenses by offering an asset allocation tailored for beneficiaries aged 8 to 9. This fund employs a risk-reduced investment approach, emphasizing capital preservation and moderate growth as the child nears education age. The portfolio typically holds a mix of fixed income securities and a modest allocation to equities, with around 40% invested in stocks and the remainder in bonds and cash equivalents, reflecting a focus on stability and a lower risk profile as compared to more aggressive options. It is part of a suite of portfolios that progressively adjust their asset composition in line with the child’s age, automatically shifting toward greater conservatism as the beneficiary approaches college. This structure supports long-term planning, allowing for seamless management of tax-advantaged college savings within 529 plan frameworks. The fund’s role in the financial market is to provide a prudent, age-appropriate investment solution for education savers seeking to minimize volatility while still achieving steady, long-term returns.

Stock Exchange NASDAQ

Ticker Symbol CCTJX

Performance

CCTJX had a total return of 9.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.78%.