ABUAX Mutual Fund

ABUAX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class A) is managed by Columbia Threadneedle Investments with $939.9M in net assets. ABUAX expense ratio is 0.94%, holding 18 positions across various sectors. Inception date: 2004-03-04.

ABUAX performance shows a YTD return of 5.70%. The 1-year return is 6.79% and the 5-year return is 5.28%. ABUAX dividend yield stands at 2.57%, paid quarterly.

ABUAX top holdings include Columbia Core Bond Etf (17.8%), Columbia Contrarian Core Fund (10.3%), Columbia Cornerstone Equity Fd I3 (10.3%), Columbia Overseas Core-inst3 (10.2%), Columbia Cornerstone Growth Fund (9.8%). Go to all ABUAX holdings, ABUAX sectors, or ABUAX dividends.

ABUAX can be compared against other funds. Use ABUAX overlap to find shared positions, or ABUAX vs another fund for a side-by-side view. ABUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.