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    Columbia Capital Allocation Moderate R (CBMRX)

    12.06 Up 0.04(0.33%) Dec 19
    Prev Close:12.02
    YTD Return*:5.63%
    Net Assets*:1.71B
    Yield*:1.86%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for CBMRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Intermediate Bond I11.52N/A
    Columbia Corporate Income I7.54N/A
    Columbia Contrarian Core I6.69N/A
    Columbia Income Opportunities I5.95N/A
    Columbia US Government Mortgage I5.93N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.71B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:5.63%
    5y Avg Return:8.88%
    Rank in Category (ytd):73
    % Rank in Category (ytd):8.38%
    Beta (3y):0.89
    Morningstar Risk Rating:1

    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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