Columbia Capital Allocation Mod Inst (CBMZX)
| Fund Assets | 1.06B |
| Expense Ratio | 0.69% |
| Min. Investment | $2,000 |
| Turnover | 7.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 11.74 |
| YTD Return | 6.28% |
| 1-Year Return | 15.09% |
| 5-Year Return | 32.27% |
| 52-Week Low | 10.72 |
| 52-Week High | 12.31 |
| Beta (5Y) | 0.62 |
| Holdings | 55 |
| Inception Date | Sep 27, 2010 |
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.
Performance
CBMZX had a total return of 15.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.30%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
89.46% of assets| Name | Symbol | Weight |
|---|---|---|
| Columbia Core Bond ETF | CRUX | 20.89% |
| Columbia Contrarian Core Inst3 | COFYX | 10.37% |
| Columbia Cornerstone Equity Inst 3 | CLEYX | 10.32% |
| Columbia Cornerstone Growth Inst 3 | CGFYX | 9.88% |
| Columbia Overseas Core Institutional 3 | COSOX | 9.86% |
| Columbia Intrinsic Value Institutional 3 | CDEYX | 9.27% |
| Columbia Select Corporate Income Inst 3 | CRIYX | 7.28% |
| FNZDUSD20260708BCAP Purchased | n/a | 4.05% |
| Columbia Multi Strat Alts Inst | CLAZX | 3.82% |
| Columbia Quality Income Inst3 | CUGYX | 3.73% |