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Morningstar

Columbia Capital Allocation Agrsv A AXBAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.02  /  1.08 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.05%
  • Turnover 14%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis AXBAX

Will AXBAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AXBAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AXBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AXBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This sensible strategy is moving in the right direction.

Analyst

Summary

| by Karen Zaya

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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