Columbia Capital Allocation Moderate PortfolioABUAX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.1B
Expense ratio
0.94%
1-year return
+20.2%
3 years, a year
+12.9%
5 years, a year
+5.7%
Holdings
48
What it aims to do.
Columbia Capital Allocation Moderate Portfolio (Moderate Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a moderate level of risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Core Bond ETF | 19.24% |
| Columbia Contrarian Core Fund | 10.12% |
| Columbia Select Large Cap Equity Fund | 10.07% |
| Columbia Overseas Core Fund | 9.77% |
| Columbia Large Cap Growth Fund | 9.48% |
| Columbia Large Cap Value Fund | 9.08% |
| Columbia Select Corporate Income Fund | 7.30% |
| Columbia High Yield Bond Fund | 4.26% |
| Columbia Multi Strategy Alternatives Fund | 3.85% |
| Columbia Quality Income Fund | 3.77% |
More on ABUAX.
- ABUAX overview
- ABUAX holdings
- ABUAX risk
- ABUAX costs
- ABUAX money in and out
- ABUAX share classes
- Compare ABUAX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.