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    Columbia Capital Allocation Agrsv A (AXBAX)

    12.03 Down 0.07(0.58%) Aug 31
    Prev Close:12.10
    YTD Return*:4.05%
    Net Assets*:693.07M

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Contrarian Core I10.86N/A
    Columbia Large Value Quantitative I9.72N/A
    Columbia Overseas Value I6.24N/A
    Columbia Large Core Quantitative Instl6.04N/A
    Columbia Large Growth Quantitative I5.94N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:693.07M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):0.54%

    Performance & Risk

    YTD Return:4.05%
    5y Avg Return:11.44%
    Rank in Category (ytd):16
    % Rank in Category (ytd):3.49%
    Beta (3y):1.31
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks the highest level of total return that is consistent with an aggressive 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 the Investment Manager 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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