RPCCX – Columbia Capital Allocation Cnsrv C Investment Strategy | Morningstar

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Strategy

The investment seeks the highest level of total return that is consistent with a conservative level of risk. The fund is primarily managed as a fund that invests in other funds (i.e., a “fund-of-funds”) that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds, including exchange-traded funds (ETFs), for which Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBVZX	Columbia Capital Allocation Conservative Portfolio Institutional Class	Institutional	Open			Sep 27, 2010	$14.62M	0.700%	Average	$2,000	$241,044.78
ABDAX	Columbia Capital Allocation Conservative Portfolio Class A	Front Load	Open			Mar 4, 2004	$118.78M	0.950%	Below Average	$2,000	−$14.33M
RPCCX	Columbia Capital Allocation Conservative Portfolio Class C	Level Load	Open			Mar 4, 2004	$8.16M	1.700%	Average	$2,000	$173,701.82

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