Balanced Growth Portfolio (Advisor Sold) (CGAMX)

Fund Assets	n/a
Expense Ratio	0.04%
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	51.59
YTD Return	13.11%
1-Year Return	18.07%
5-Year Return	41.51%
52-Week Low	43.63
52-Week High	51.61
Beta (5Y)	0.69
Holdings	n/a
Inception Date	n/a

About CGAMX

Columbia Aggressive Track Ages 8-9 Fund is a specialized age-based mutual fund designed to support education savings as part of a 529 college savings plan. Its primary purpose is to offer growth-oriented investment exposure for beneficiaries aged 8 to 9, typically with a time horizon of about a decade before college expenses begin. The fund follows an aggressive allocation strategy, meaning it invests predominantly in equities, with approximately 62% of its assets in stocks at this age range, along with a smaller proportion in fixed income and ultra-short-term bond or cash equivalents. This structure allows for significant capital appreciation potential while maintaining diversification across asset classes. As the beneficiary approaches college age, the fund’s allocation will gradually shift toward more conservative investments to help manage risk and preserve capital. Columbia Aggressive Track Ages 8-9 Fund serves families aiming to maximize long-term growth for future education costs, providing a professionally managed portfolio that automatically adjusts risk levels over time according to the child’s age and the overall strategy selected by the investor.

• Stock Exchange: NASDAQ
• Ticker Symbol: CGAMX

Performance

CGAMX had a total return of 18.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.01%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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