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Columbia Capital Allocation Moderate Aggressive Portfolio Class R: (MF: CLBRX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$11.90 USD
+0.05 (0.42%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October 1996 and is managed by Banc of America Capital Management. The objective of the fund is to seek total return through a balanced portfolio of equity and fixed income securities. The fund invests in a balanced portfolio of equity and fixed income funds. Dividends are distributed quarterly. Capital gains are distributed semi-annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Capital Alloc Moder Agg R | CLBRX | NA | NA | 0.00 | 0.50 | 0.03 | 0.64 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia LifeGoal Bal Gr Z | NBGPX | 11.63 | 10/15/1996 | 2.01 | 9.72 | 7.38 | 8.85 |
| Columbia LifeGoal Bal Gr A | NBIAX | 11.60 | 10/15/1996 | 1.76 | 9.51 | 7.09 | 8.57 |
| Columbia LifeGoal Bal Gr C | NBICX | 11.66 | 10/15/1996 | 1.02 | 8.67 | 6.30 | 7.75 |
| Columbia LifeGoal Bal Gr R | CLBRX | 11.90 | 1/23/2006 | 1.52 | 9.25 | 6.86 | 8.30 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Capital Alloc Moder Agg R | CLBRX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |