The Columbia Capital Allocation target-risk series made positive changes in 2020 by consolidating its underlying fund lineup, but its management team continues to implement a fairly standard approach. All share classes earn a Morningstar Analyst Rating of Neutral.
Will CBMZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBMZX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CBMZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CBMZX’s parent organization’s priorities and whether they’re in line with investors’ interests.