Columbia Moderate Track Ages 4-5 Fund (CMTGX)

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	24.97
YTD Return	2.76%
1-Year Return	14.59%
5-Year Return	44.67%
52-Week Low	18.98
52-Week High	25.16
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMTGX

Columbia Moderate Track Ages 4-5 Class AG is a mutual fund designed specifically as part of an age-based investment solution within the Future Scholar 529 College Savings Plan. Its primary function is to help families save for future higher education expenses by providing a professionally managed portfolio that automatically adjusts its asset allocation based on the beneficiary's age. For children aged 4 to 5, this fund emphasizes a moderate balance between growth and capital preservation, investing in a diversified mix of equities and fixed income securities to manage risk while pursuing potential returns suitable for the investment horizon until college entry. The fund’s role in the market is to simplify college savings for account owners, aligning investment strategy with a child’s progression toward college. As part of a broader suite of age-based and target allocation options, it caters to families seeking a tailored, hands-off approach to education planning through professionally managed, tax-advantaged investments backed by Columbia Threadneedle Investments.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTGX

Performance

CMTGX had a total return of 14.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.04%.