CATQX

About CATQX

Columbia Aggressive Track Ages 12-13 Class AG is an age-based mutual fund portfolio designed for participants in a 529 college savings plan. Its primary purpose is to provide growth-focused investment exposure for beneficiaries aged 12 to 13, typically when college savings objectives remain several years away. The portfolio is structured along the 'aggressive' risk track, favoring a high allocation to equities and aiming for capital appreciation during the pre-college years. This approach is suitable for account holders seeking to maximize long-term growth potential before shifting toward more conservative investments as the beneficiary nears college age. The fund utilizes a diversification strategy that may include both actively managed funds and ETFs, primarily in domestic and international equity markets, while maintaining limited exposure in fixed income and cash for liquidity purposes. Its role in the financial market is to help families systematically save and invest for future education expenses, using professional asset allocation tailored to the beneficiary's age and changing risk profile over time, in accordance with 529 plan guidelines.