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Columbia Capital Allocation Mod Inst CBMZX

Analyst rating as of
NAV / 1-Day Return
11.04  /  1.10 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Average
Longest Manager Tenure
11.75 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
3.03%
Turnover
86%
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Morningstar’s Analysis

Will CBMZX outperform in future?

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

Recent portfolio changes benefit this series.

Summary

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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.

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