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Columbia Capital Allocation Moderate Conservative Portfolio Institutional 3 Class (0P0000YY51)

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

9.070 -0.020 -0.22%

19/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 750.7K

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0P0000YY51 Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Conservative (0P0000YY51) fund. Our Columbia Capital Allocation Moderate Conservative 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	6.300	12.030	5.730
Shares	36.290	41.020	4.730
Bonds	57.260	57.420	0.160
Convertible	0.140	0.140	0.000
Other	0.010	0.010	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.063	16.966
Price to Book	2.697	2.652
Price to Sales	1.786	1.885
Price to Cash Flow	11.878	11.646
Dividend Yield	1.769	2.458
5 Years Earnings Growth	11.720	10.245

Sector Allocation

Name	Net %	Category Average
Technology	28.440	19.727
Healthcare	13.890	12.035
Industrials	11.250	10.579
Consumer Cyclical	11.200	9.169
Financial Services	11.000	16.221
Communication Services	9.010	6.698
Consumer Defensive	6.310	7.087
Energy	5.140	5.731
Utilities	1.720	3.818
Real Estate	1.230	6.060
Basic Materials	0.820	3.742

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	-	14.98	-	-
Columbia Quality Income Inst3	-	12.51	-	-
Columbia US Treasury Index Inst3	-	12.22	-	-
Columbia Corporate Income Inst3	-	10.64	-	-
Columbia Overseas Core Institutional 3	-	9.06	-	-
Columbia High Yield Bond Inst3	-	8.00	-	-
Columbia Contrarian Core Inst3	-	7.66	-	-
Columbia Disciplined Core Inst3	-	7.58	-	-
Columbia Select Large Cap Equity Inst3	-	7.56	-	-
TOPIX Index Future June14	-	2.83	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	21.88B	-0.57	8.89	10.64
Columbia Dividend Income Y	9.04B	-0.56	9.01	10.79
Columbia Seligman Comms & Info A	7.46B	-14.06	10.81	17.43
Columbia Contrarian Core Z	6.04B	-5.59	12.26	11.84
Columbia Dividend Income A	4.68B	-0.66	8.61	10.36

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