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Columbia Funds Series Trust I - Multi-Asset Income Fund (CLNVX)

9.75 0.00 (0.00%)
At close: February 5 at 8:00 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • JPMorgan
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Raymond James WRAP Eligible
  • CommonWealth Universe
  • Fidelity Advisor 401(k) I Shares
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Fidelity Advisor 401(k) A Shares
  • Pershing Retirement Plan Network

Fund Summary

The investment seeks to provide shareholders with a high level of current income; total return is the secondary objective. Under normal circumstances, the fund allocates its assets to multiple asset classes, such as equity, fixed income and cash/cash equivalents, as well as strategies designed to achieve desired investment exposures, including through the use of derivatives and other instruments and assets. It may invest in the securities, instruments and assets described herein directly, or indirectly through investments in other mutual funds and exchange-traded funds (ETFs) managed by third parties or the investment manager or its affiliates.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Columbia Threadneedle
Net Assets 164.61M
YTD Return 0.40%
Yield 5.55%
Morningstar Rating
Inception Date Mar 27, 2015

Performance & Risk

YTD Return 5.48%
5y Average Return 0.00%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

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