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Columbia Capital Allocation Agrsv R (CPARX)
11.98
-0.16
(-1.32%)
As of 8:05:27 AM EDT. Market Open.
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12.14 - YTD Return -2.18%
- Expense Ratio 1.28%
- Category Allocation--70% to 85% Equity
- Last Cap Gain 5.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.23B
- Beta (5Y Monthly) 1.15
- Yield 1.19%
- 5y Average Return --
- Holdings Turnover 9.00%
- Last Dividend 0.15
- Inception Date Sep 27, 2010
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.
Columbia Threadneedle
Fund Family
Allocation--70% to 85% Equity
Fund Category
1.23B
Net Assets
2010-09-27
Inception Date
Performance Overview: CPARX
View MoreTrailing returns as of 4/16/2025. Category is Allocation--70% to 85% Equity.
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Holdings: CPARX
View MoreSector Weightings
SectorCPARX
Technology 25.84%
Financial Services 16.08%
Consumer Cyclical 10.83%
Healthcare 10.45%
Industrials 10.15%
Communication Services 9.56%
Consumer Defensive 5.50%
Energy 4.80%
Basic Materials 2.51%
Real Estate 2.17%
Utilities 2.11%
Recent News: CPARX
View MoreResearch Reports: CPARX
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