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Columbia Capital Allocation Agrsv Inst CPAZX

Analyst rating as of
NAV / 1-Day Return
13.59  /  0.00
Total Assets
1.5 Bil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Average
Longest Manager Tenure
11.72 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.60%
Turnover
74%
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Morningstar’s Analysis

Will CPAZX outperform in future?

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

Recent portfolio changes benefit this series.

Summary

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The Columbia Capital Allocation target-risk series made positive changes in 2020 by consolidating its underlying fund lineup, but its management team continues to implement a fairly standard approach. All share classes earn a Morningstar Analyst Rating of Neutral.

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