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Columbia Capital Allocation Mod C AMTCX

Analyst rating as of
NAV / 1-Day Return
11.13  /  0.98 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.700%
Expense Ratio
1.700%
Fee Level
Average
Longest Manager Tenure
10.49 years
Category
US Fund Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.24%
Turnover
10%
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Morningstar’s Analysis

Will AMTCX 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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