Columbia Capital Allocation Aggressive Portfolio Class A
AXBAX
NASDAQ
| Weiss Ratings | AXBAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | AXBAX-NASDAQ | Click to Compare |
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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 | AXBAX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Capital Allocation Aggressive Portfolio Class A | |||
| Category | Moderately Aggressive Allocation | |||
| Sub-Category | Aggressive 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 | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | AXBAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.17% | |||
| Dividend | AXBAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | AXBAX-NASDAQ | Click to Compare |
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| Cash | -5.18% | |||
| Stock | 82.81% | |||
| U.S. Stock | 64.40% | |||
| Non-U.S. Stock | 18.41% | |||
| Bond | 22.30% | |||
| U.S. Bond | 20.51% | |||
| Non-U.S. Bond | 1.79% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 0.01% | |||
| Price History | AXBAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.07% | |||
| 30-Day Total Return | 3.43% | |||
| 60-Day Total Return | 5.13% | |||
| 90-Day Total Return | 15.38% | |||
| Year to Date Total Return | 8.45% | |||
| 1-Year Total Return | 10.64% | |||
| 2-Year Total Return | 31.13% | |||
| 3-Year Total Return | 50.16% | |||
| 5-Year Total Return | 63.64% | |||
| Price | AXBAX-NASDAQ | Click to Compare |
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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 | AXBAX-NASDAQ | Click to Compare |
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| Nav | $13.53 | |||
| 1-Month Low NAV | $13.32 | |||
| 1-Month High NAV | $13.76 | |||
| 52-Week Low NAV | $11.52 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.15 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | AXBAX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 13.48 | |||
| Balance Sheet | AXBAX-NASDAQ | Click to Compare |
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| Total Assets | 1.32B | |||
| Operating Ratios | AXBAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.03% | |||
| Turnover Ratio | 9.00% | |||
| Performance | AXBAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.09% | |||
| Last Bear Market Total Return | -14.45% | |||