Columbia Moderate Track Ages 4-5 Fund (CMTJX)

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	22.76
YTD Return	2.62%
1-Year Return	13.69%
5-Year Return	39.31%
52-Week Low	17.42
52-Week High	22.94
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMTJX

Columbia Moderate Track Ages 4-5 Class C is an age-based mutual fund specifically designed as a portfolio option within the 529 college savings plan framework. The fund’s primary function is to help families save for higher education expenses by offering an investment mix that automatically adjusts as the child beneficiary approaches college age. Tailored for children ages 4 to 5, its asset allocation follows a "moderate" risk track, typically blending equities, fixed income, and money market investments to balance potential growth with capital preservation. Notably, this portfolio is diversified across various Columbia Threadneedle and selected external mutual funds, with underlying holdings including large- and small-cap stocks, international equities, corporate bonds, U.S. Treasuries, and money market instruments. The allocation is managed so that as the beneficiary gets older, the portfolio gradually shifts towards less risky, more conservative investments, reducing exposure to equities over time. This strategy aims to temper volatility while still pursuing long-term returns suitable for mid-term education funding horizons. Operating within the established guidelines of 529 plans, Columbia Moderate Track Ages 4-5 Class C plays a vital role in supporting families’ structured education-saving efforts, adapting investment risk to the child’s timeline before college enrollment.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTJX

Performance

CMTJX had a total return of 13.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.22%.