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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

152M

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

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

13.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

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

95.19%

Gain YTD

7.443

Annual Yield % from dividends

3.40

Returns for 1 year

6.28

Returns for 3 years

20.25

Returns for 5 years

5.91

Returns for 10 years

25.31

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Category ConservativeAllocation

Profile

Fundamentals

Details