Columbia Moderate Series A Fund (CMOQX)

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	41.43
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)	0.61
Holdings	n/a
Inception Date	n/a

About CMOQX

Columbia Moderate Series A Fund is a multi-asset mutual fund with a primary objective of achieving a balance between income generation and capital appreciation, tailored for investors with a moderate risk tolerance. The fund typically distributes its holdings among equities, fixed-income securities, and cash equivalents, aiming to provide broad market diversification while maintaining a moderate risk profile. It employs a mix of active and passive investment strategies, often utilizing underlying funds within the Columbia family to achieve its asset allocation targets. This approach is designed to capitalize on opportunities across both domestic and international markets, and it regularly adjusts its allocations to respond to evolving economic and market conditions. The fund plays a significant role in the financial market by serving as a core portfolio holding for investors seeking a single, diversified solution that balances growth potential and risk mitigation, making it suitable for long-term investment goals such as retirement or education funding.

• Stock Exchange: NASDAQ
• Ticker Symbol: CMOQX

Performance

CMOQX 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%.