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Morningstar

Columbia Capital Alloc Mod Agrsv R CLBRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.16  /  0.20 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.37%
  • Turnover 7%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CLBRX

Will CLBRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLBRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CLBRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CLBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A seasoned team implements a reasonable and efficient approach.

Analyst Karen Zaya

Karen Zaya

Analyst

Summary

A team-based effort with experienced contributors guides the Columbia Capital Allocation target-risk series. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.

by Karen Zaya
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLBRX

More CLBRX Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 2
  • Other Holdings 27
  • % Assets in Top 10 Holdings 91.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Select Large Cap Equity Inst3

12.25
203,694,286
—

Columbia Contrarian Core Inst3

12.24
203,492,335
—

Columbia Large Cap Growth Inst3

12.20
202,789,519
—

Columbia Overseas Core Institutional 3

11.67
194,073,343
—

Columbia Large Cap Value Inst3

10.85
180,323,548
—

Columbia High Yield Bond Inst3

8.88
147,657,840
—

Columbia Corporate Income Inst3

8.30
138,041,365
—

Columbia Quality Income Inst3

6.80
113,090,144
—

Columbia Bond Inst3

4.97
82,620,965
—

Columbia Emerging Markets Inst3

3.39
56,402,657
—