Columbia Conservative Track Ages 8-9 Fund (CCTKX)

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	19.03
YTD Return	-1.96%
1-Year Return	6.61%
5-Year Return	20.98%
52-Week Low	16.55
52-Week High	19.82
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CCTKX

Columbia Conservative Track Ages 8-9 Class AG is an age-based investment option within the Future Scholar 529 College Savings Plan, specifically designed for beneficiaries in the 8 to 9-year-old age bracket. As part of the conservative track, the fund’s primary purpose is to preserve capital and provide steady, risk-adjusted growth as the beneficiary approaches college age. The fund achieves its objectives by allocating a significant portion of assets to lower-risk investments, such as high-quality bonds and cash equivalents, while maintaining a smaller allocation to equities for growth potential. This conservative mix helps manage volatility, making it suitable for families seeking stability in the middle years of their college savings journey. Columbia Conservative Track Ages 8-9 Class AG plays an essential role in the broader education savings market by helping investors manage risk and time horizon, providing a disciplined transition from more aggressive to more conservative investments as the beneficiary gets closer to college enrollment.

• Stock Exchange: NASDAQ
• Ticker Symbol: CCTKX

Performance

CCTKX had a total return of 6.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.00%.