CBMZX Mutual Fund

CBMZX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class I) is managed by Columbia Threadneedle Investments with $28.3M in net assets. CBMZX expense ratio is 0.69%, holding 39 positions across various sectors. Inception date: 2010-09-27.

CBMZX performance shows a YTD return of 6.15%. The 1-year return is 14.07% and the 5-year return is 5.77%. CBMZX dividend yield stands at 5.71%, paid quarterly.

CBMZX 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 CBMZX holdings, CBMZX sectors, or CBMZX dividends.

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