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Columbia Capital Allocation Mod A ABUAX

Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.49  /  0.84 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.940%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.69%
  • Turnover 22%

Morningstar’s Analysis ABUAX

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

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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.

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