CBVZX

AS OF

Nov 19 closing price

Price

$9.73

Change

-$0.00 (-0.00%)

Net Assets

152.91M

Intraday BUY SELL Signals

OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

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

153M

Fund Existence

about 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

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

15.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

47.00

Number of Short Holdings

13.00

Prospectus Acquired Expense Ratio

0.42

Weighting Top Ten Holdings

88.58%

Gain YTD

9.307

Annual Yield % from dividends

3.29

Returns for 1 year

8.89

Returns for 3 years

26.42

Returns for 5 years

6.51

Returns for 10 years

26.36

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading for CBVZX

A.I. Advisor

published General Information

General Information

Category ConservativeAllocation

Profile

Fundamentals

Details