|P. O. Box 219104 , Kansas City, MO 64121-9104|
|Fund Manager||Anwiti Bahuguna|
|Manager Tenure||10 Years 6 Months|
Columbia Capital Allocation Moderate Aggressive Portfolio (Moderate Aggressive Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a moderate aggressive level of risk. The Fund is primarily managed as a fund that invests in other funds (i.e., a fund-of-funds ) 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). The Fund s derivative investments may include forward contracts (including forward foreign currency contracts), futures (including currency, equity, index,interest rate, and other bond futures) and options. Derivative positions may be established to seek incremental earnings, hedge existing positions, increase market or credit exposure, increase investment flexibility (including using the derivative position as a substitute for the purchase or sale of the underlying security, currency or other instrument) and/or to change the effective duration of the Fund s portfolio.
|Asset Type||% Of Allocation|
|Total Net Assets||90.25 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|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||8.47%|
|SRINX||COLUMBIA CORPORATE INCOME FD||7.87%|
|CUGYX||COLUMBIA QUALITY INCOME FUND||6.54%|
|UMEMX||COLUMBIA EMERGING MKTS FD||3.99%|
|IUTIX||COLUMBIA US TREAS INDEX FD||2.98%|
|COSNX||COLUMBIA OVERSEAS CORE FUND||11.97%|
|NSEPX||COLUMBIA SELECT LARGE CAP EQ||11.62%|
|LCCAX||COLUMBIA CONTRARIAN CORE FD||11.60%|
|LEGAX||COLUMBIA LARGE CAP GR FUND||10.59%|
|SSCVX||COLUMBIA SEL SM CAP VAL FUND||1.92%|
Join the Action Alerts PLUS Community today!
Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.
Jim Cramer discusses Ford and the impact of the impending tax policy changes on the stock market.