|P. O. Box 219104 , Kansas City, MO 64121-9104|
|Fund Manager||Anwiti Bahuguna|
|Manager Tenure||11 Years|
Columbia Capital Allocation Moderate Portfolio (Moderate Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a moderate level of risk. The Fund is primarily managed as a fund that invests in other funds (i.e., a â€œfund-of-fundsâ€) that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which Columbia Management Investment Advisers, LLC (the Investment Manager) or an affiliate serves as investment adviser or principal underwriter (the affiliated underlying funds). The Fund may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs) (collectively with the affiliated underlying funds, the Underlying Funds), equity securities, fixed income securities (including treasury inflation protected securities (TIPS)) and derivative instruments (the 20% Sleeve).
|Asset Type||% Of Allocation|
|Total Net Assets||2.98 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|INEAX||COLUMBIA HIGH YIELD BOND FD||9.98%|
|CUGYX||COLUMBIA QUALITY INCOME FUND||8.95%|
|NSEPX||COLUMBIA SELECT LARGE CAP EQ||8.81%|
|LCCAX||COLUMBIA CONTRARIAN CORE FD||8.80%|
|LEGAX||COLUMBIA LARGE CAP GR FUND||8.06%|
|IUTIX||COLUMBIA US TREAS INDEX FD||4.48%|
|COSNX||COLUMBIA OVERSEAS CORE FUND||10.97%|
|SRINX||COLUMBIA CORPORATE INCOME FD||10.37%|
|UMEMX||COLUMBIA EMERGING MKTS FD||2.00%|
|REBAX||COLUMBIA EMERGING MKT BOND FD||1.80%|
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