ABUAX : Columbia Capital Allocation Moderate Portfolio Class A

ABUAX is a Allocation Market All-In-One with LOW fees.

ABUAX

Columbia Capital Allocation Moderate Portfolio Class A

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

68% FI Score
  • abuax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Moderate Portfolio Class A

Expenses: 0.43% (Better than 1% of similar funds)

This is an OK 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 moderate 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. 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
13.11% Columbia Total Return Bond Inst3
8.44% E-mini S&P 500 June20
6.51% Columbia Income Opportunities Inst3
5.51% Columbia Disciplined Value Inst3
5.20% Columbia Disciplined Core Inst3
5.10% Columbia US Treasury Index Inst3
5.05% Columbia Select Large Cap Equity Inst3
4.57% Columbia Contrarian Core Inst3
4.56% Columbia Short Term Bond Inst3
4.41% Columbia Quality Income Inst3
4.40% Columbia Corporate Income Inst3
4.22% Columbia Disciplined Growth Inst3
2.86% Columbia Multi-Asset Income Inst3
2.62% Columbia Contrarian Europe Inst3
2.50% Columbia Pacific/Asia Inst3
2.37% Columbia Limited Duration Credit Inst3
2.29% Columbia Emerging Markets Inst3
2.24% Ultra US Treasury Bond Future June 20
2.04% Columbia Overseas Core Institutional 3
1.93% mini MSCI EAFE Index Futures June20
1.58% Columbia Large Cap Growth Inst3
1.57% Columbia Emerging Markets Bond Inst3
1.57% Columbia Mortgage Opportunities Inst3
1.27% Columbia Small Cap Index Inst3

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