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Columbia Capital Allocation Moderate C (AMTCX)

11.87 Up 0.01(0.08%) Jul 11
Prev Close:11.86
YTD Return*:3.77%
Net Assets*:1.73B

* As of 30-Jun-14

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


  • No Headlines available for AMTCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Columbia Intermediate Bond I13.44N/A
Columbia Corporate Income I9.25N/A
Columbia Contrarian Core I6.69N/A
Columbia US Government Mortgage I6.47N/A
Columbia Income Opportunities I6.47N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.73B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.21%

Performance & Risk

YTD Return:3.77%
5y Avg Return:11.03%
Rank in Category (ytd):93
% Rank in Category (ytd):10.62%
Beta (3y):0.91
Morningstar Risk Rating:2

Fund Summary

The investment seeks the highest level of total return that is consistent with a moderate 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 or an affiliate serves as investment adviser or principal underwriter. 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
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