AMTCX Mutual Fund

AMTCX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class C) is managed by Columbia Threadneedle Investments with $51.7M in net assets. AMTCX expense ratio is 1.69%, holding 39 positions across various sectors. Inception date: 2004-03-04.

AMTCX performance shows a YTD return of 5.58%. The 1-year return is 13.08% and the 5-year return is 4.75%. AMTCX dividend yield stands at 4.77%, paid quarterly.

AMTCX 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 AMTCX holdings, AMTCX sectors, or AMTCX dividends.

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