AXBAX : Columbia Capital Allocation Aggressive Portfolio Class A

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

AXBAX

Columbia Capital Allocation Aggressive Portfolio Class A

FI Score

60 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

60% FI Score
  • axbax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Aggressive Portfolio Class A

Expenses: 0.47% (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 an aggressive 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
9.77% Columbia Disciplined Value Inst3
8.74% E-mini S&P 500 June20
8.73% Columbia Disciplined Core Inst3
8.68% Columbia Contrarian Core Inst3
8.66% Columbia Select Large Cap Equity Inst3
6.63% Columbia Disciplined Growth Inst3
6.15% Columbia Emerging Markets Inst3
4.05% Columbia Corporate Income Inst3
4.01% Columbia Pacific/Asia Inst3
3.35% Columbia High Yield Bond Inst3
3.28% Columbia Large Cap Growth Inst3
3.09% Columbia Overseas Core Institutional 3
2.68% Columbia Select Large Cap Growth Inst3
2.64% Columbia Contrarian Europe Inst3
2.36% Columbia Multi-Asset Income Inst3
2.12% Columbia Income Opportunities Inst3
1.96% Columbia Overseas Value Inst3
1.94% Columbia Select Large Cap Value Inst3
1.65% Ultra US Treasury Bond Future June 20
1.46% Columbia Small Cap Index Inst3
1.28% Columbia US Treasury Index Inst3
1.27% Columbia Quality Income Inst3
1.16% FTSE MIB Index Future June 20
1.03% Columbia Select Small Cap Value Inst3

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