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Morningstar

Columbia Capital Alloc Mod Cnsrv R CLIRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.31  /  0.76 %
  • Total Assets 350.2 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.22%
  • Turnover 9%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:16 PM GMT+0

Morningstar’s Analysis CLIRX

Will CLIRX 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 CLIRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CLIRX 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 CLIRX’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 CLIRX

More CLIRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 22
  • % Assets in Top 10 Holdings 91.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Corporate Income Inst3

17.08
56,158,305
—

Columbia Bond Inst3

13.58
44,629,241
—

Columbia Quality Income Inst3

12.57
41,318,473
—

Columbia US Treasury Index Inst3

11.56
38,007,675
—

Columbia Overseas Core Institutional 3

8.40
27,625,658
—

Columbia Select Large Cap Equity Inst3

8.15
26,779,188
—

Columbia Contrarian Core Inst3

8.13
26,729,265
—

Columbia Disciplined Core Inst3

8.07
26,518,772
—

Columbia High Yield Bond Inst3

6.76
22,223,265
—

Cash Offset

6.02
19,805,627
—