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 | 26.16 |
| YTD Return | 12.61% |
| 1-Year Return | 21.83% |
| 5-Year Return | 51.12% |
| 52-Week Low | 21.58 |
| 52-Week High | 26.34 |
| 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.
Performance
CMTHX had a total return of 21.83% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.60%.