Seasoned managers deliver the sensibly constructed Columbia Capital Allocation target-risk series. The strategy earns a Morningstar Analyst rating of Neutral across all share classes.
- NAV / 1-Day Return 9.55 / 1.04 %
- Total Assets 1.2 Bil
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Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.95%
- Turnover 22%
Morningstar’s Analysis CBMZX
Will CBMZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.