Skip to Content
Morningstar

Columbia Capital Alloc Mod Agrsv Inst3 CPHNX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.92  /  −0.27 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • 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 2.43%
  • Turnover 11%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CPHNX

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

  • People Pillar

    The People Pillar is our evaluation of the CPHNX 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 CPHNX’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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CPHNX

More CPHNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Large Cap Growth Inst3

13.61 233.3 Mil
—

Columbia Overseas Core Institutional 3

12.12 207.8 Mil
—

Columbia Contrarian Core Inst3

11.99 205.6 Mil
—

Columbia Select Large Cap Equity Inst3

11.16 191.4 Mil
—

Columbia Large Cap Value Inst3

10.30 176.7 Mil
—

Columbia High Yield Bond Inst3

8.97 153.8 Mil
—

Columbia Bond Inst3

7.90 135.4 Mil
—

Columbia Quality Income Inst3

6.24 106.9 Mil
—

Columbia Corporate Income Inst3

5.30 90.8 Mil
—

Columbia Emerging Markets Inst3

4.04 69.2 Mil
—