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Columbia Capital Allocation Cnsrv C RPCCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.73  /  0.69 %
  • Total Assets 170.3 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.09%
  • Turnover 11%

Morningstar’s Analysis RPCCX

Will RPCCX outperform in future?

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

A seasoned team implements a reasonable and efficient approach.

Analyst Karen Zaya

Karen Zaya

Analyst

Summary

A team-based effort with experienced contributors guides the Columbia Capital Allocation target-risk series. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.

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Portfolio Holdings RPCCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 3
  • Other Holdings 22
  • % Assets in Top 10 Holdings 89.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Bond Inst3

19.85
32,513,198

Columbia Corporate Income Inst3

18.64
30,535,465

Columbia US Treasury Index Inst3

13.87
22,723,836

Columbia Quality Income Inst3

12.35
20,222,074

Columbia Short-Term Cash

8.82
14,448,737
Cash and Equivalents

Columbia High Yield Bond Inst3

5.53
9,051,621

Columbia Select Large Cap Equity Inst3

4.61
7,558,197

Columbia Contrarian Core Inst3

4.54
7,440,368

Columbia Disciplined Core Inst3

4.46
7,302,149

Columbia Overseas Core Institutional 3

4.43
7,257,641