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Columbia Capital Allocation Cnsrv Inst CBVZX

Analyst rating as of
NAV / 1-Day Return
8.59  /  0.35 %
Total Assets
189.2 Mil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Average
Longest Manager Tenure
12.58 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.62%
Turnover
16%

Morningstar’s Fund Analysis CBVZX

Will CBVZX 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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