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Columbia Capital Allocation Agrsv A AXBAX

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%

Morningstar’s Analysis AXBAX

Will AXBAX 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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