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    Columbia Capital Allocation Moderate Z (CBMZX)

    11.95 Down 0.02(0.17%) May 22
    Prev Close:11.97
    YTD Return*:3.35%
    Net Assets*:1.69B

    * As of 30-Apr-15

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


    • No Headlines available for CBMZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Intermediate Bond I11.63N/A
    Columbia Corporate Income I7.56N/A
    Columbia Contrarian Core I7.12N/A
    Columbia Income Opportunities I6.87N/A
    Columbia US Government Mortgage I5.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.69B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.23%

    Performance & Risk

    YTD Return:3.35%
    5y Avg Return:8.60%
    Rank in Category (ytd):18
    % Rank in Category (ytd):1.88%
    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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