Columbia Moderate 529 Portfolio Fund (CMTDX)

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	41.43
YTD Return	2.12%
1-Year Return	13.04%
5-Year Return	30.69%
52-Week Low	33.63
52-Week High	41.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMTDX

Columbia Conservative Track Ages 6-7 Class AG is an age-based investment portfolio specifically designed for college savings within a 529 plan framework. Its primary function is to provide a conservative asset allocation tailored for beneficiaries aged 6 to 7, aiming to balance preservation of capital with moderate growth potential as the beneficiary progresses towards college age. The portfolio achieves this by emphasizing lower-risk investments such as fixed income securities and cash equivalents, while maintaining a minority allocation to equities, in accordance with conservative risk tolerance preferences. This asset is part of the broader suite of Future Scholar 529 Plan options, which allow account owners to select investment tracks—conservative, moderate, or aggressive—aligned with their preferred risk level. As with other age-based tracks, the asset allocation in this portfolio automatically adjusts over time, gradually becoming even more conservative as the beneficiary nears college age. The portfolio’s role is to support education funding goals by seeking stable growth and mitigating the impact of market downturns, making it a suitable vehicle for those prioritizing risk management in their educational savings strategy.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTDX

Performance

CMTDX had a total return of 13.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.54%.