AXBAX Mutual Fund

AXBAX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.24B in net assets. AXBAX expense ratio is 1.02%, holding 19 positions across various sectors. Inception date: 2004-03-04.

AXBAX performance shows a YTD return of 8.44%. The 1-year return is 9.80% and the 5-year return is 7.99%. AXBAX dividend yield stands at 1.72%, paid semi-annually.

AXBAX top holdings include Columbia Contrarian Core Fund (15.7%), Columbia Cornerstone Equity Fd I3 (15.2%), Columbia Cornerstone Growth Fund (14.7%), Columbia Overseas Core-inst3 (13.1%), Columbia Intrinsic Value Fd I3 (12.8%). Go to all AXBAX holdings, AXBAX sectors, or AXBAX dividends.

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