Columbia Moderate Track Ages 4-5 Fund (CMTHX)

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	15.82%
5-Year Return	44.59%
52-Week Low	18.98
52-Week High	25.16
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMTHX

The Columbia Moderate Track Ages 4-5 is a mutual fund designed for investors seeking a balanced investment strategy. It primarily serves those planning for long-term financial goals, such as college savings, by allocating assets across various sectors to manage risk while aiming for steady growth. The fund is part of a broader age-based portfolio strategy, where the asset allocation becomes more conservative as the beneficiary approaches college age. This approach helps investors navigate market fluctuations by gradually shifting toward more stable investments. The Columbia Moderate Track Ages 4-5 is particularly suited for those who prefer a moderate risk profile and are looking to diversify their investment portfolio with a mix of equities and fixed income.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTHX

Performance

CMTHX had a total return of 15.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.06%.