ABDAX : Columbia Capital Allocation Conservative Portfolio Class A

ABDAX is a Allocation Market All-In-One with MODERATE fees.

ABDAX

Columbia Capital Allocation Conservative Portfolio Class A

FI Score

47 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

47% FI Score
  • abdax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Conservative Portfolio Class A

Expenses: 0.57% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks the highest level of total return that is consistent with a conservative level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

Largest Holdings

Amount Holding
14.14% Columbia Quality Income Inst3
13.46% Columbia US Treasury Index Inst3
7.11% Columbia Corporate Income Inst3
6.97% 10 Year Treasury Note Future June 20
6.87% Columbia Short Term Bond Inst3
6.02% Columbia Total Return Bond Inst3
4.71% Columbia Limited Duration Credit Inst3
4.14% Columbia Disciplined Core Inst3
4.08% Columbia Multi-Asset Income Inst3
3.58% Ultra US Treasury Bond Future June 20
3.02% Columbia Select Large Cap Equity Inst3
2.88% Columbia Disciplined Value Inst3
2.82% Columbia Disciplined Growth Inst3
1.91% Columbia Income Opportunities Inst3
1.62% Columbia Contrarian Core Inst3
1.27% Columbia Mortgage Opportunities Inst3
1.21% Columbia Emerging Markets Bond Inst3
1.17% Columbia Overseas Core Institutional 3
1.14% Columbia Emerging Markets Inst3
0.99% E-mini S&P 500 June20
0.77% Columbia Multi Strat Alts Inst3
0.70% Columbia High Yield Bond Inst3
0.47% Columbia Contrarian Europe Inst3
0.46% Columbia Overseas Value Inst3

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