Columbia Capital Allocation Conservative PortfolioRPCCX

MUTUAL FUNDColumbia Threadneedle
Type
Mutual fund
Peer group
Allocation
Net assets
$150.3M
Expense ratio
1.70%
1-year return
+10.0%
3 years, a year
+6.7%
5 years, a year
+1.8%
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 ETF32.62%
Columbia Select Corporate Income Fund11.24%
Columbia Quality Income Fund8.70%
Columbia High Yield Bond Fund7.40%
Columbia Multi Strategy Alternatives Fund5.88%
Columbia Select Large Cap Equity Fund4.56%
Columbia Disciplined Core Fund4.56%
Columbia Contrarian Core Fund4.55%
Columbia Short Term Cash Fund3.69%
Columbia Overseas Core Fund3.33%

More on RPCCX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.