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Columbia Capital Allocation Mod A ABUAX

Analyst rating as of
NAV / 1-Day Return
12.44  /  0.08 %
Total Assets
1.6 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Below Average
Longest Manager Tenure
10.95 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
2.33%
Turnover
86%
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Morningstar’s Analysis

Will ABUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Room for improvement.

Summary

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Columbia Capital Allocation’s target-risk series follows an undistinguished process with a mixed bag of underlying proprietary funds. It continues to earn a Morningstar Analyst Rating of Neutral across most share classes. Under our new rating methodology, the most expensive share class of the conservative fund has been downgraded to Negative.

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