Columbia Moderate Track Ages 10-11 Fund (CMTLX)

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	19.77
YTD Return	1.86%
1-Year Return	10.76%
5-Year Return	25.68%
52-Week Low	16.55
52-Week High	19.82
Beta (5Y)	0.53
Holdings	n/a
Inception Date	n/a

About CMTLX

Columbia Moderate Track Ages 10-11 Class A is an age-based portfolio within the Future Scholar 529 College Savings Plan, designed to help families save for college expenses. This investment option falls under the 'moderate' risk category, meaning it balances growth potential with risk mitigation by strategically allocating assets between equities and fixed income instruments according to the beneficiary’s age. For ages 10-11, the portfolio typically holds around 41% in equities and the remainder in fixed income and other lower-risk assets, gradually shifting to more conservative allocations as the beneficiary approaches college age. The plan uses a mix of actively-managed and index mutual funds sourced from leading fund families such as Columbia Management, Vanguard, Fidelity, and BlackRock, aiming for diversification across U.S. and international stocks, bonds, and cash equivalents. The moderate track caters to savers seeking steady growth while reducing exposure to market volatility in the years leading up to higher education costs. This portfolio plays a central role in the 529 plan's age-based investment structure, helping families match their risk tolerance and time horizon as part of a disciplined college savings strategy.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTLX

Performance

CMTLX had a total return of 10.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.56%.