AXBAX Mutual Fund

AXBAX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.29B in net assets. AXBAX expense ratio is 1.02%, holding 40 positions across various sectors. Inception date: 2004-03-04.

AXBAX performance shows a YTD return of 8.74%. The 1-year return is 18.63% and the 5-year return is 8.40%. AXBAX dividend yield stands at 10.28%, paid semi-annually.

AXBAX top holdings include Columbia Contrarian Core Fund (15.1%), Columbia Select Large Cap Equity Fund (14.7%), Columbia Overseas Core-inst3 (13.8%), Columbia Cornerstone Growth Fund (13.7%), Columbia Large Cap Value Fund (13.1%). 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.