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

147M

Fund Existence

over 14 years

Turnover

17.00

Total Expense Ratio

0.71

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

0.71

Assets in Top Ten Holdings

161M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

11.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.07

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

32.00

Number of Net Holdings

45.00

Number of Short Holdings

13.00

Prospectus Acquired Expense Ratio

0.42

Weighting Top Ten Holdings

95.56%

Gain YTD

-0.900

Annual Yield % from dividends

3.53

Returns for 1 year

4.39

Returns for 3 years

3.58

Returns for 5 years

4.92

Returns for 10 years

10.80

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General Information

Category ConservativeAllocation

Profile

Fundamentals

Details