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Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class (0P0000YY50)

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11.970 -0.020    -0.17%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 12.78M
Type:  Fund
Market:  United States
Asset Class:  Equity
Columbia Capital Allocation Moderate Aggressive Po 11.970 -0.020 -0.17%

0P0000YY50 Overview

 
Find basic information about the Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000YY50 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US19766B2245)
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Rating
1-Year Change16.63%
Prev. Close11.99
Risk Rating
TTM Yield2.36%
ROE26.12%
IssuerN/A
Turnover1%
ROA11.10%
Inception DateJun 13, 2013
Total Assets12.78M
Expenses0.07%
Min. Investment1,000,000
Market Cap124.32B
CategoryAllocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1032 1076 1185 1109 1433 1928
Fund Return 3.16% 7.63% 18.52% 3.52% 7.46% 6.78%
Place in category 270 272 106 364 256 160
% in Category 38 37 17 55 41 34

Top Equity Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Dividend Income Z 18.57B 15.18 7.90 11.04
  Columbia Dividend Income Y 9.27B 15.31 8.02 11.19
  Columbia Seligman Comms & Info A 8.24B 16.30 8.12 19.40
  Columbia Contrarian Core Z 5.44B 18.99 9.59 12.63
  Columbia Dividend Income A 4.8B 14.95 7.63 10.76

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.4B 13.30 5.24 8.16
  Vanguard Wellington Admiral 100.41B 12.38 4.27 8.38
  American Funds American Balanced R6 55.87B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.77B 12.51 3.69 8.16
  Fidelity Advisor Balanced Fund Clas 42.26B 13.97 4.86 9.58

Top Holdings

Name ISIN Weight % Last Change %
Columbia Large Cap Growth Inst3 - 13.84 - -
Columbia Contrarian Core Inst3 - 12.14 - -
Columbia Overseas Core Institutional 3 - 11.89 - -
Columbia Select Large Cap Equity Inst3 - 11.20 - -
Columbia Large Cap Value Inst3 - 10.12 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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