Columbia Moderate Track Ages 4-5 Fund (CMTKX)

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	24.47
YTD Return	2.77%
1-Year Return	14.88%
5-Year Return	46.44%
52-Week Low	18.57
52-Week High	24.67
Beta (5Y)	0.76
Holdings	n/a
Inception Date	n/a

About CMTKX

Columbia Moderate Track Ages 4-5 Class I is an age-based, multi-asset portfolio within a 529 college savings plan, designed specifically for beneficiaries aged 4 to 5. Its primary function is to help families save for future higher education expenses, leveraging a blend of asset classes that balances growth and risk as the beneficiary nears college age. The portfolio implements a moderate investment strategy, diversifying primarily across U.S. equities, international equities, and fixed-income securities; for this age track, the typical asset allocation targets are approximately 51% U.S. stocks, around 12% foreign stocks, and roughly 37% bonds, with limited or no allocation to real estate, cash, or money market instruments. This moderate track allows for potential appreciation while managing overall volatility as the investment time horizon shortens. Columbia Moderate Track Ages 4-5 Class I is an integral part of the broader Future Scholar 529 College Savings Plan, a tax-advantaged program that supports education funding needs. The portfolio’s automatic age-based rebalancing means its risk profile gradually becomes more conservative as the child approaches college, contributing to its importance within long-term education planning strategies.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTKX

Performance

CMTKX had a total return of 14.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.32%.