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Columbia Capital Allocation Cnsrv R CBVRX

Analyst rating as of
NAV / 1-Day Return
8.80  /  0.11 %
Total Assets
206.8 Mil
Adj. Expense Ratio
1.170%
Expense Ratio
1.170%
Fee Level
Average
Longest Manager Tenure
12.18 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.85%
Turnover
16%

Morningstar’s Analysis

Will CBVRX outperform in future?

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

This sensible strategy is moving in the right direction.

Analyst

Summary

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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.

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