Columbia Moderate Series A Fund (CMOMX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 39.88 |
| YTD Return | 2.10% |
| 1-Year Return | 11.92% |
| 5-Year Return | 30.79% |
| 52-Week Low | 33.63 |
| 52-Week High | 41.61 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CMOMX
Columbia Moderate Series A Fund is a multi-asset mutual fund designed to offer a balanced approach between growth and income by maintaining a moderate level of risk. The fund typically allocates its investments across a diversified mix of asset classes, such as large-cap equities, high-yield and quality income bonds, and overseas securities. This blend provides exposure to both domestic and international markets while employing tactical asset allocation strategies intended to optimize risk-adjusted returns. Managed with an active risk-aware philosophy, the fund seeks to deliver consistent performance through shifting market environments and incorporates both active and passive investment components. It appeals to investors seeking broad market diversification and measured risk, playing a key role in portfolio construction for those comfortable with moderate volatility and seeking stable long-term total returns that combine capital appreciation and income generation.
Performance
CMOMX had a total return of 11.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.