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Columbia Capital Allocation Cnsrv Adv CPCYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CPCYX

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

  • People Pillar

    The People Pillar is our evaluation of the CPCYX 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 CPCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broadly diversified and modestly tactical.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

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.

by Karen Zaya
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