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Columbia Capital Allocation Cnsrv Inst CBVZX

Analyst rating as of
NAV / 1-Day Return
10.61  /  0.93 %
Total Assets
247.5 Mil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Above Average
Longest Manager Tenure
10.83 years
Category
Allocation--15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.38%
Turnover
13%
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Morningstar’s Analysis

Will CBVZX outperform in future?

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

Room for improvement.

Summary

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Columbia Capital Allocation’s target-risk series follows an undistinguished process with a mixed bag of underlying proprietary funds. It continues to earn a Morningstar Analyst Rating of Neutral across most share classes. Under our new rating methodology, the most expensive share class of the conservative fund has been downgraded to Negative.

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