About CBMZX
Columbia Capital Allocation Moderate Portfolio Institutional Class is a multi-asset mutual fund designed to offer a balance between income generation and capital appreciation, targeting investors seeking a moderate risk profile. The fund employs a diversified allocation strategy, investing in a mix of asset classes such as U.S. equities, international stocks, and various fixed income securities, including both high-quality and high-yield bonds. By blending these asset types, the portfolio aims to achieve strategic growth while also providing a degree of downside protection through diversification.
Key features of this portfolio include its broad market exposure, modest tactical adjustments, and disciplined risk management approach, which collectively help maintain its moderate risk stance. The fund is managed by an experienced investment team with a clear process designed to adapt to changing market conditions while remaining aligned with its stated risk objectives. Serving as a core holding for diversified investment strategies, the Columbia Capital Allocation Moderate Portfolio Institutional Class plays a significant role in meeting the needs of investors who require steady growth potential without excessive volatility.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CBMZX
Share Class Institutional Class
Index Index is not available on Lipper Database
CBMZX had a total return of 13.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.37%.
