Columbia's Capital Allocation target-risk series provides broad market diversification with measured opportunistic tilts. The team behind the strategy is appropriately sized and skilled.
Columbia Capital Allocation Mod Inst2 CPAMX
- NAV / 1-Day Return 9.75 / −0.20 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Moderate Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.92%
- Turnover 11%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis CPAMX
Will CPAMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 92.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Bond Inst3 | 11.96 | 131.5 Mil | — |
Columbia Overseas Core Institutional 3 | 11.10 | 122.0 Mil | — |
Columbia High Yield Bond Inst3 | 10.51 | 115.6 Mil | — |
Columbia Large Cap Growth Inst3 | 10.05 | 110.5 Mil | — |
Columbia Quality Income Inst3 | 9.63 | 105.9 Mil | — |
Columbia Select Large Cap Equity Inst3 | 8.85 | 97.3 Mil | — |
Columbia Contrarian Core Inst3 | 8.83 | 97.1 Mil | — |
Columbia Corporate Income Inst3 | 7.82 | 86.0 Mil | — |
Columbia Large Cap Value Inst3 | 7.68 | 84.4 Mil | — |
Columbia US Treasury Index Inst3 | 6.35 | 69.8 Mil | — |