ABUAX Mutual Fund

ABUAX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class A) is managed by Columbia Threadneedle Investments with $970.3M in net assets. ABUAX expense ratio is 0.94%, holding 39 positions across various sectors. Inception date: 2004-03-04.

ABUAX performance shows a YTD return of 6.00%. The 1-year return is 13.85% and the 5-year return is 5.52%. ABUAX dividend yield stands at 5.45%, paid quarterly.

ABUAX top holdings include Columbia Bond Fund (20.7%), Columbia Overseas Core-inst3 (10.2%), Columbia Contrarian Core Fund (9.9%), Columbia Select Large Cap Equity Fund (9.9%), Columbia Cornerstone Growth Fund (9.2%). 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.