CGGTX : Columbia Capital Allocation Moderate Aggressive Portfolio Class V

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

CGGTX

Columbia Capital Allocation Moderate Aggressive Portfolio Class V

FI Score

67 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

67% FI Score
  • cggtx
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Capital Allocation Moderate Aggressive Portfolio Class V

Expenses: 0.50% (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 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
11.44% E-mini S&P 500 June20
6.97% Columbia Disciplined Value Inst3
6.56% Columbia Disciplined Core Inst3
6.53% Columbia Contrarian Core Inst3
6.41% Columbia Select Large Cap Equity Inst3
5.48% Columbia Quality Income Inst3
5.10% Columbia Corporate Income Inst3
4.40% Columbia Income Opportunities Inst3
4.22% Columbia Disciplined Growth Inst3
4.19% Columbia Emerging Markets Inst3
3.29% Columbia Pacific/Asia Inst3
3.17% Columbia Large Cap Growth Inst3
2.92% Columbia Multi-Asset Income Inst3
2.82% Columbia Overseas Core Institutional 3
2.72% Columbia High Yield Bond Inst3
2.60% Columbia Contrarian Europe Inst3
2.42% Ultra US Treasury Bond Future June 20
2.41% 10 Year Treasury Note Future June 20
2.39% Columbia US Treasury Index Inst3
2.38% Columbia Short Term Bond Inst3
1.80% Columbia Select Large Cap Growth Inst3
1.51% mini MSCI EAFE Index Futures June20
1.51% Columbia Select Large Cap Value Inst3
1.21% Columbia Overseas Value Inst3

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