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Columbia Capital Alloc Mod Agrsv R CLBRX

Analyst rating as of
NAV / 1-Day Return
9.91  /  0.60 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
13.36 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.85%
Turnover
21%

Morningstar’s Analysis

Will CLBRX 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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