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Columbia Capital Allocation Mod Inst3 CPDMX Fund Analysis

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Columbia Capital Allocation Series to Shed Share Classes; Ratings Unchanged

null Karen Zaya

Karen Zaya

Analyst Note

On Jan. 8, 2024, Columbia announced it would trim a number of little-used share classes. For the Columbia Capital Allocation target-risk series, the firm will liquidate the institutional 2 shares for all portfolios in the series, the institutional 3 shares for the Conservative and Moderate Conservative portfolios, and the R shares for the Conservative and Moderate portfolios on or about April 19, 2024. Unless investors take action to move to other share classes before that date, institutional 2, institutional 3, and R class shareholders will be automatically exchanged for institutional 2, institutional 3, and A share classes, respectively, of Columbia Government Money Market.

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