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CLIRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Capital Alloc Mod Cnsrv R (CLIRX) Ownership - Who owns Columbia Capital Alloc Mod Cnsrv R?

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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

CLIRX

Net Assets

340M

Fund Existence

over 19 years

Turnover

8.00

Total Expense Ratio

1.16

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.16

Assets in Top Ten Holdings

334M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

1.67M

Fund Type

OpenEnd

Index Fund

Management Fee

0.05

Modified Duration

N/A

No Load Fund

Number of Long Holdings

34.00

Number of Net Holdings

48.00

Number of Short Holdings

14.00

Prospectus Acquired Expense Ratio

0.48

Weighting Top Ten Holdings

86.10%

Gain YTD

10.080

Annual Yield % from dividends

2.43

Returns for 1 year

8.45

Returns for 3 years

34.95

Returns for 5 years

9.65

Returns for 10 years

21.70

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details