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.
Columbia Capital Allocation Agrsv A AXBAX
NAV / 1-Day Return
11.44
/
2.42
%
Total Assets
1.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.010%
Expense Ratio
1.010%
Fee Level
Average
Longest Manager Tenure
12.16
years
Category
Allocation--70% to 85% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
2.65%
Turnover
14%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
