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Columbia Capital Allocation Moderate Portfolio Advisor Class (0P0000YXG1)

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

10.670 +0.030 +0.28%

22/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.91M

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0P0000YXG1 Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Capital Allocation Moderate Portfolio Cla (0P0000YXG1) 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 %
Shares	51.760	54.830	3.070
Bonds	50.980	51.090	0.110
Convertible	0.160	0.160	0.000
Preferred	0.030	0.030	0.000
Other	0.150	0.150	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.388	18.446
Price to Book	2.727	3.223
Price to Sales	1.859	2.208
Price to Cash Flow	11.886	12.237
Dividend Yield	1.958	1.937
5 Years Earnings Growth	12.053	11.236

Sector Allocation

Name	Net %	Category Average
Technology	26.280	23.875
Financial Services	12.950	15.863
Healthcare	12.580	13.117
Industrials	10.860	10.128
Consumer Cyclical	9.750	9.976
Communication Services	9.300	7.489
Consumer Defensive	6.220	6.061
Energy	4.800	4.985
Basic Materials	2.830	3.179
Real Estate	2.260	3.397
Utilities	2.180	3.215

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 13

Name	ISIN	Weight %	Last	Change %
Columbia Bond Inst3	-	12.22	-	-
Columbia Overseas Core Institutional 3	-	11.03	-	-
Columbia High Yield Bond Inst3	-	10.79	-	-
Columbia Quality Income Inst3	-	9.82	-	-
Columbia Large Cap Growth Inst3	-	9.15	-	-
Columbia Select Large Cap Equity Inst3	-	8.85	-	-
Columbia Contrarian Core Inst3	-	8.84	-	-
Columbia Corporate Income Inst3	-	8.01	-	-
Columbia Large Cap Value Inst3	-	7.74	-	-
Columbia US Treasury Index Inst3	-	6.54	-	-

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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