• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    Columbia Capital Allocation Cnsrv A (ABDAX)

    10.10 Down 0.02(0.20%) Jan 30
    Prev Close:10.12
    YTD Return*:4.61%
    Net Assets*:304.36M

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for ABDAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Corporate Income I22.02N/A
    Columbia US Government Mortgage I16.55N/A
    Columbia Limited Duration Credit Instl8.95N/A
    Columbia US Treasury Index I6.63N/A
    Columbia Infl Protected Secs I3.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:304.36M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.50%

    Performance & Risk

    YTD Return:4.61%
    5y Avg Return:5.75%
    Rank in Category (ytd):38
    % Rank in Category (ytd):5.25%
    Beta (3y):0.46
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks the highest level of total return that is consistent with a conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments. View More
    Your browser doesn't support canvas
    Submit Feedback