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.
- NAV / 1-Day Return 11.02 / 1.08 %
- Total Assets 1.2 Bil
Adj. Expense Ratio
- 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.