Morningstar

Columbia Capital Allocation Moderate Portfolio Class C AMTCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.61  /  −0.51 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.130%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 24%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis AMTCX

Will AMTCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMTCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMTCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMTCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An efficient approach to measured tactical tilts.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Experienced contributors build Columbia’s Capital Allocation target-risk series’ broadly diversified portfolios. Opportunistic tilts over time have delivered mixed results.

by Mahi Roy
Rated on Published on

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Portfolio Holdings AMTCX

More AMTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Core Bond ETF

21.21 224M
—

Columbia Cornerstone Equity Inst 3

10.32 109M
—

Columbia Contrarian Core Inst3

10.30 109M
—

Columbia Overseas Core Institutional 3

9.71 102M
—

Columbia Cornerstone Growth Inst 3

9.61 101M
—

Columbia Intrinsic Value Institutional 3

9.00 95M
—

FAUDUSD20260708BCAP Purchased

8.54 90M
Derivative

Columbia Select Corporate Income Inst 3

7.41 78M
—

Columbia Multi Strat Alts Inst

3.91 41M
—

Columbia Quality Income Inst3

3.80 40M
—

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