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CBVZX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Capital Allocation Cnsrv Inst (CBVZX) Ownership - Who owns Columbia Capital Allocation Cnsrv Inst?

The investment seeks the highest level of total return that is consistent with a conservative level of risk... Show more

Category: #Conservative Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CBVZX

Net Assets

151M

Fund Existence

almost 15 years

Turnover

7.00

Total Expense Ratio

0.69

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.69

Assets in Top Ten Holdings

161M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

8.05

Fund of Funds

Yes

Fund Share Class Net Assets

13.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

Modified Duration

5.36

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

48.00

Number of Short Holdings

14.00

Prospectus Acquired Expense Ratio

0.42

Weighting Top Ten Holdings

96.18%

Gain YTD

5.103

Annual Yield % from dividends

3.41

Returns for 1 year

6.57

Returns for 3 years

18.84

Returns for 5 years

6.03

Returns for 10 years

20.61

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General Information

Category ConservativeAllocation

Profile

Fundamentals

Details