Skip to Content

Columbia Capital Allocation Mod A ABUAX

Analyst rating as of
NAV / 1-Day Return
9.19  /  0.33 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
12.16 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.00%
Turnover
22%

Morningstar’s Analysis

Will ABUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This sensible strategy is moving in the right direction.

Analyst

Summary

| |

Seasoned managers deliver the sensibly constructed Columbia Capital Allocation target-risk series. The strategy earns a Morningstar Analyst rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor