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Columbia Capital Allocation Conservative Portfolio Institutional 3 Class (0P0000YXG0)

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Columbia Capital Allocation Conservative Portfolio historical data, for real-time data please try another search

8.690 -0.010 -0.11%

19/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.28M

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0P0000YXG0 Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Conservative Portfolio (0P0000YXG0) fund. Our Columbia Capital Allocation Conservative Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	11.970	15.220	3.250
Shares	20.680	24.320	3.640
Bonds	67.220	67.400	0.180
Convertible	0.130	0.130	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.290	18.916
Price to Book	2.757	2.929
Price to Sales	1.821	2.214
Price to Cash Flow	12.062	12.093
Dividend Yield	1.737	2.152
5 Years Earnings Growth	11.782	10.739

Sector Allocation

Name	Net %	Category Average
Technology	29.670	21.606
Healthcare	13.970	11.787
Consumer Cyclical	11.380	9.185
Industrials	11.260	10.463
Financial Services	10.260	15.102
Communication Services	9.300	7.822
Consumer Defensive	6.320	7.390
Energy	4.990	5.900
Utilities	1.710	3.423
Real Estate	1.030	6.304
Basic Materials	0.120	3.189

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Columbia Bond Inst3	-	20.08	-	-
Columbia US Treasury Index Inst3	-	14.57	-	-
Columbia Quality Income Inst3	-	14.29	-	-
Columbia Corporate Income Inst3	-	11.81	-	-
Columbia High Yield Bond Inst3	-	7.53	-	-
Columbia Overseas Core Institutional 3	-	5.03	-	-
Columbia Contrarian Core Inst3	-	4.73	-	-
Columbia Disciplined Core Inst3	-	4.03	-	-
Columbia Select Large Cap Equity Inst3	-	4.03	-	-
TOPIX Index Future June14	-	2.28	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.85B	7.40	11.73	11.41
Columbia Dividend Income Y	9.47B	7.44	11.84	11.55
Columbia Seligman Comms & Info A	8.93B	10.87	20.59	20.23
Columbia Contrarian Core Z	6.64B	10.13	18.58	13.35
Columbia Dividend Income A	4.89B	7.25	11.45	11.13

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