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Columbia Capital Allocation Mod C (AMTCX)
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10.16 - YTD Return 0.97%
- Expense Ratio 0.71%
- Category Allocation--50% to 70% Equity
- Last Cap Gain -6.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 1.06B
- Beta (5Y Monthly) 0.94
- Yield 2.02%
- 5y Average Return --
- Holdings Turnover 11.00%
- Last Dividend 0.05
- Inception Date Mar 4, 2004
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--50% to 70% Equity
Fund Category
1.06B
Net Assets
2004-03-04
Inception Date
Performance Overview: AMTCX
Trailing returns as of 5/31/2024. Category is Allocation--50% to 70% Equity.
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Holdings: AMTCX
Top 10 Holdings (92.86% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorAMTCX
Technology 25.31%
Financial Services 13.59%
Healthcare 13.12%
Industrials 10.90%
Consumer Cyclical 10.58%
Communication Services 8.74%
Consumer Defensive 6.03%
Energy 5.45%
Basic Materials 2.56%
Real Estate 2.08%
Utilities 1.63%
Recent News: AMTCX
Research Reports: AMTCX
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