C
Columbia Capital Allocation Moderate Portfolio Class C AMTCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings AMTCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C-
Risk Index Fair
Risk Grade C
Company Info AMTCX-NASDAQ Click to
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Provider Columbia Threadneedle
Manager/Tenure (Years) Daniel Boncarosky (8), Thomas Nakamura (2), Juno Chen (1)
Website http://www.columbiathreadneedleus.com
Fund Information AMTCX-NASDAQ Click to
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Fund Name Columbia Capital Allocation Moderate Portfolio Class C
Category Moderate Allocation
Sub-Category Moderate Allocation
Prospectus Objective Growth and Income
Inception Date Mar 04, 2004
Open/Closed To New Investors Open
Minimum Initial Investment 2,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee 0.01
Dividends and Shares AMTCX-NASDAQ Click to
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Dividend Yield 1.48%
Dividend AMTCX-NASDAQ Click to
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Dividend Yield (Forward) 2.00%
Asset Allocation AMTCX-NASDAQ Click to
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Cash -4.56%
Stock 50.66%
U.S. Stock 38.97%
Non-U.S. Stock 11.69%
Bond 52.18%
U.S. Bond 46.78%
Non-U.S. Bond 5.40%
Preferred 0.05%
Convertible 0.06%
Other Net 1.61%
Price History AMTCX-NASDAQ Click to
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7-Day Total Return 1.01%
30-Day Total Return 1.76%
60-Day Total Return 3.49%
90-Day Total Return 6.85%
Year to Date Total Return 9.87%
1-Year Total Return 9.69%
2-Year Total Return 27.48%
3-Year Total Return 31.14%
5-Year Total Return 30.22%
Price AMTCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV AMTCX-NASDAQ Click to
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Nav $10.97
1-Month Low NAV $10.69
1-Month High NAV $10.97
52-Week Low NAV $9.60
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $10.97
52-Week High Price (Date) Aug 27, 2025
Beta / Standard Deviation AMTCX-NASDAQ Click to
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Beta 0.64
Standard Deviation 10.60
Balance Sheet AMTCX-NASDAQ Click to
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Total Assets 1.03B
Operating Ratios AMTCX-NASDAQ Click to
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Expense Ratio 1.68%
Turnover Ratio 7.00%
Performance AMTCX-NASDAQ Click to
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Last Bull Market Total Return 10.86%
Last Bear Market Total Return -11.66%