Columbia Capital Allocation Moderate Conservative PortfolioCLIRX
Type
Mutual fund
Peer group
Allocation
Net assets
$332.6M
Expense ratio
1.18%
1-year return
+14.9%
3 years, a year
+9.8%
5 years, a year
+3.9%
Holdings
51
What it aims to do.
Columbia Capital Allocation Moderate Conservative Portfolio (Moderate Conservative Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a moderate conservative level of risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Core Bond ETF | 23.52% |
| Columbia Select Corporate Income Fund | 9.97% |
| Columbia Contrarian Core Fund | 7.59% |
| Columbia Disciplined Core Fund | 7.59% |
| Columbia Select Large Cap Equity Fund | 7.55% |
| Columbia Quality Income Fund | 6.69% |
| Columbia Overseas Core Fund | 6.53% |
| Columbia High Yield Bond Fund | 5.81% |
| Columbia Multi Strategy Alternatives Fund | 4.69% |
| Columbia Short Term Cash Fund | 3.89% |
More on CLIRX.
- CLIRX overview
- CLIRX holdings
- CLIRX risk
- CLIRX costs
- CLIRX money in and out
- CLIRX share classes
- Compare CLIRX 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.