Columbia Moderate Track Ages 10-11 Fund (CMTMX)

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)	n/a
Holdings	n/a
Inception Date	n/a

About CMTMX

Columbia Moderate Track Ages 10-11 Class AG is an age-based portfolio within the Future Scholar 529 College Savings Plan, specifically tailored for beneficiaries aged 10 to 11. This asset is structured as part of an education savings program, aiming to balance long-term growth and risk management as the beneficiary approaches college age. The portfolio is designed with a moderate risk profile, allocating its assets across a diversified mix of equities and fixed income securities. Equity allocations are gradually reduced, while fixed income and cash positions increase as the student nears college enrollment, providing a strategic shift toward capital preservation over time. The fund selection and weightings are periodically adjusted by the asset management team, reflecting changing market conditions and the narrowing investment horizon. Columbia Moderate Track Ages 10-11 Class AG plays a key role in helping families plan for future educational expenses, providing exposure to market growth potential while managing volatility consistent with a mid-point investment timeframe in the college savings journey.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTMX

Performance

CMTMX 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%.