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    Columbia Capital Allocation Mod Cnsrv Y (CPDGX)

    10.46 Up 0.01(0.10%) Oct 9
    Prev Close:10.45
    YTD Return*:-1.96%
    Net Assets*:632.19M

    * As of 30-Sep-15

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


    • No Headlines available for CPDGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Corporate Income I20.54N/A
    Columbia US Government Mortgage I15.07N/A
    Columbia Limited Duration Credit Instl6.89N/A
    Columbia Large Value Quantitative I5.77N/A
    Columbia Income Opportunities I4.82N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:632.19M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.09%

    Performance & Risk

    YTD Return:-1.96%
    5y Avg Return:6.01%
    Rank in Category (ytd):25
    % Rank in Category (ytd):2.94%
    Beta (3y):0.72
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks the highest level of total return that is consistent with a moderate 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 the Investment Manage 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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