CBVZX Mutual Fund

CBVZX Mutual Fund (Columbia Capital Allocation Conservative Portfolio Class I) is managed by Columbia Threadneedle Investments with $15.6M in net assets. CBVZX expense ratio is 0.70%, holding 40 positions across various sectors. Inception date: 2010-09-27.

CBVZX performance shows a YTD return of 2.74%. The 1-year return is 7.97% and the 5-year return is 2.52%. CBVZX dividend yield stands at 3.50%, paid quarterly.

CBVZX top holdings include Columbia Bond Fund (32.5%), Columbia Select Corporate Income Fund (11.5%), Columbia US Government Mortgage Columbia Quality Income Fund (9.0%), Columbia High Yield Bond Fund (7.5%), Columbia US Treasury Index Fund (7.3%). Go to all CBVZX holdings, CBVZX sectors, or CBVZX dividends.

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