Columbia Capital Allocation Conservative PortfolioCBVZX
Type
Mutual fund
Peer group
Allocation
Net assets
$150.3M
Expense ratio
0.70%
1-year return
+11.2%
3 years, a year
+7.8%
5 years, a year
+2.8%
Holdings
51
What it aims to do.
Columbia Capital Allocation Conservative Portfolio (Conservative Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a conservative level of risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Core Bond ETF | 32.62% |
| Columbia Select Corporate Income Fund | 11.24% |
| Columbia Quality Income Fund | 8.70% |
| Columbia High Yield Bond Fund | 7.40% |
| Columbia Multi Strategy Alternatives Fund | 5.88% |
| Columbia Select Large Cap Equity Fund | 4.56% |
| Columbia Disciplined Core Fund | 4.56% |
| Columbia Contrarian Core Fund | 4.55% |
| Columbia Short Term Cash Fund | 3.69% |
| Columbia Overseas Core Fund | 3.33% |
More on CBVZX.
- CBVZX overview
- CBVZX holdings
- CBVZX risk
- CBVZX costs
- CBVZX money in and out
- CBVZX share classes
- Compare CBVZX 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.