• Fund Type: Fund of Funds
  • Objective: Aggressive Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Columbia Capital Allocation Aggressive Portfolio

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AXPBX:US

13.05 USD 0.31 2.43%

As of 20:00:00 ET on 10/21/2014.

Snapshot for Columbia Capital Allocation Aggressive Portfolio (AXPBX)

Year To Date: +1.14% 3-Month: -2.47% 3-Year: +11.87% 52-Week Range: 12.33 - 13.60
1-Month: -3.48% 1-Year: +4.75% 5-Year: +9.53% Beta vs RAY: 0.88

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  • AXPBX:US 13.05
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Fund Profile & Information for AXPBX

Columbia Capital Allocation Aggressive Portfolio is an open-end fund incorporated in the USA. The Fund's objective is to provide the highest level of total return that is consistent with an aggressive level of risk. The Fund invests primarily in equity securities and also invests a small amount in fixed income securities.

Inception Date: 03-04-2004 Telephone: 1-800-862-7919
Managers: MARIE M SCHOFIELD / TOBY NANGLE
Web Site: www.riversource.com

Fundamentals for AXPBX

NAV (on 2014-10-21) 13.05
Assets (M) (on 2014-10-21) 653.15
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 0.00

Dividends for AXPBX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2014-06-26) 0.05
Dividend Yield (ttm) 2.29

Fees & Expenses for AXPBX

Front Load 0.00
Back Load 5.00
Current Mgmt Fee 0.02
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 1.27

Top Fund Holdings for AXPBX

Filing Date: 08/29/2014
Name Position Value % of Total
Columbia Funds Series Trust I 2,460,805 55,441,931 7.494%
Columbia Large Value Quantitat 4,888,795 48,692,396 6.582%
Columbia Large Core Quantitati 4,478,115 42,183,847 5.702%
Columbia Overseas Value Fund 4,577,176 41,972,705 5.674%
Columbia European Equity Fund 4,749,308 35,002,402 4.731%
Columbia Mid-Cap Growth Fund 1,025,277 34,469,810 4.659%
Columbia Select Large Cap Grow 1,725,271 32,952,668 4.454%
Columbia Funds Series Trust - 2,230,879 29,358,369 3.968%
Columbia Emerging Markets Fund 2,654,347 29,303,992 3.961%
Columbia Pacific/Asia Fund 3,017,565 29,179,854 3.944%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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