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	26.77
YTD Return	14.79%
1-Year Return	19.97%
5-Year Return	51.01%
52-Week Low	22.26
52-Week High	26.85
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 19.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.77%.

Data Sources: Tiingo and Finnhub

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

Last checked:

Aug 28, 2026

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