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Columbia Capital Allocation Moderate Portfolio Class R (0P0000PYAK)

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

9.860 -0.040 -0.40%

19/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 741.33K

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0P0000PYAK Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Portfolio Cla (0P0000PYAK) fund. Our Columbia Capital Allocation Moderate Portfolio Cla 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	1.070	9.550	8.480
Shares	51.330	57.280	5.950
Bonds	47.340	47.460	0.120
Convertible	0.240	0.240	0.000
Other	0.010	0.010	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.700	18.446
Price to Book	2.769	3.223
Price to Sales	1.941	2.208
Price to Cash Flow	12.342	12.237
Dividend Yield	1.798	1.937
5 Years Earnings Growth	11.761	11.236

Sector Allocation

Name	Net %	Category Average
Technology	27.160	23.875
Healthcare	13.600	13.117
Financial Services	12.320	15.863
Industrials	11.050	10.128
Consumer Cyclical	10.980	9.976
Communication Services	8.990	7.489
Consumer Defensive	6.360	6.061
Energy	5.030	4.985
Real Estate	1.770	3.397
Utilities	1.670	3.215
Basic Materials	1.060	3.179

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 20

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Columbia Bond Inst3	-	11.96	-	-
Columbia Overseas Core Institutional 3	-	11.10	-	-
Columbia High Yield Bond Inst3	-	10.51	-	-
Columbia Large Cap Growth Inst3	-	10.05	-	-
Columbia Quality Income Inst3	-	9.63	-	-
Columbia Select Large Cap Equity Inst3	-	8.85	-	-
Columbia Contrarian Core Inst3	-	8.83	-	-
Columbia Corporate Income Inst3	-	7.82	-	-
Columbia Large Cap Value Inst3	-	7.68	-	-
Columbia US Treasury Index Inst3	-	6.35	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	21.92B	-0.57	8.89	10.64
Columbia Dividend Income Y	9.08B	-0.56	9.01	10.79
Columbia Seligman Comms & Info A	7.51B	-14.06	10.81	17.43
Columbia Contrarian Core Z	6.06B	-5.59	12.26	11.84
Columbia Dividend Income A	4.7B	-0.66	8.61	10.36

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