Columbia Moderate Track Ages 10-11 Fund (CMTOX)

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	18.93
YTD Return	-0.37%
1-Year Return	10.76%
5-Year Return	n/a
52-Week Low	16.18
52-Week High	19.49
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CMTOX

Columbia Moderate Track Ages 10-11 Class I is an age-based portfolio within a 529 college savings plan, specifically tailored for beneficiaries aged 10 to 11. This investment option is designed to balance growth objectives with risk management as college enrollment approaches. The portfolio follows a moderate allocation strategy, which typically involves a diversified mix of equities and fixed income assets. Its underlying structure is dynamically adjusted as the beneficiary gets older, reducing exposure to stocks and increasing allocation to bonds and money market instruments. This gradual shift seeks to preserve capital and reduce volatility as distributions for educational expenses near. The portfolio plays a key role for families seeking a systematic, age-appropriate approach to saving for future higher education expenses, offering professional management and automatic asset reallocation to align with changing risk profiles over time.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMTOX

Performance

CMTOX had a total return of 10.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.12%.