Skip to Content

Columbia Capital Allocation Cnsrv Inst CBVZX

Analyst rating as of
NAV / 1-Day Return
10.71  /  0.65 %
Total Assets
244.5 Mil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Average
Longest Manager Tenure
11.03 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
2.35%
Turnover
63%
Premium

Morningstar’s Analysis

Will CBVZX outperform in future?

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

Recent portfolio changes benefit this series.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium