Dow Down 0.13% Nasdaq Down 0.26%

Columbia Capital Allocation Cnsrv Y (CPDHX)

10.18 Down 0.04(0.39%) Sep 29
Prev Close:10.18
YTD Return*:5.01%
Net Assets*:315.98M
Yield*:2.97%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CPDHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Columbia Corporate Income I20.53N/A
Columbia US Government Mortgage I17.53N/A
Columbia Limited Duration Credit Instl9.41N/A
Columbia US Treasury Index I7.03N/A
Columbia Emerging Markets Bond I4.30N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:315.98M
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.07%

Performance & Risk

YTD Return:5.01%
5y Avg Return:6.72%
Rank in Category (ytd):54
% Rank in Category (ytd):7.41%
Beta (3y):0.44
Morningstar Risk Rating:1

Fund Summary

The investment seeks the highest level of total return that is consistent with a 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 Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). 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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