Columbia's Capital Allocation target-risk series provides broad market diversification with measured opportunistic tilts. The team behind the strategy is appropriately sized and skilled.
Columbia Capital Allocation Cnsrv Inst CBVZX
- NAV / 1-Day Return 8.92 / +0.56 %
- Total Assets 160.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Conservative Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.62%
- Turnover 17%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CBVZX
Will CBVZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Bond Inst3 | 20.08 | 33.7 Mil | — |
Columbia US Treasury Index Inst3 | 14.57 | 24.4 Mil | — |
Columbia Quality Income Inst3 | 14.29 | 23.9 Mil | — |
Columbia Corporate Income Inst3 | 11.81 | 19.8 Mil | — |
Columbia Short-Term Cash | 9.58 | 16.1 Mil | Cash and Equivalents |
Columbia High Yield Bond Inst3 | 7.53 | 12.6 Mil | — |
Columbia Overseas Core Institutional 3 | 5.03 | 8.4 Mil | — |
Columbia Contrarian Core Inst3 | 4.73 | 7.9 Mil | — |
Columbia Disciplined Core Inst3 | 4.03 | 6.8 Mil | — |
Columbia Select Large Cap Equity Inst3 | 4.03 | 6.7 Mil | — |