About ABUAX
Columbia Capital Allocation Moderate Portfolio Class A is a mutual fund structured as a 'fund of funds,' aiming to deliver the highest total return possible while maintaining a moderate level of investment risk. Its primary function is to provide investors with a diversified portfolio through allocations to a combination of underlying funds managed by Columbia or its affiliates, alongside select exposure to third-party funds, ETFs, direct equities, and fixed income instruments. Notably, the portfolio maintains a balance between growth potential and risk management, making it suitable for those seeking both capital appreciation and income. The fund emphasizes broad market diversification, with major allocations to both equity and fixed income sectors—its portfolio often spans U.S. and international markets, reflecting a strategic mix for moderate volatility. By actively managing allocations among asset classes and employing measured tactical adjustments, the portfolio aims to benefit from changing market environments while maintaining its moderate risk target. This fund plays a significant role for investors prioritizing measured growth with risk restraint and long-term portfolio stability within the moderate allocation category.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ABUAX
Share Class Class A
Index Index is not available on Lipper Database
ABUAX had a total return of 13.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.32%.
