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.
Will CBVRX 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 CBVRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CBVRX 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 CBVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.