CLBRX Mutual Fund

CLBRX Mutual Fund (Columbia Capital allocation Moderate Aggressive Portfolio Class R) is managed by Columbia Threadneedle Investments with $4.5M in net assets. CLBRX expense ratio is 1.24%, holding 39 positions across various sectors. Inception date: 2006-01-23.

CLBRX performance shows a YTD return of 6.96%. The 1-year return is 15.34% and the 5-year return is 6.67%. CLBRX dividend yield stands at 8.33%, paid quarterly.

CLBRX top holdings include Columbia Bond Fund (15.4%), Columbia Contrarian Core Fund (12.4%), Columbia Select Large Cap Equity Fund (12.3%), Columbia Cornerstone Growth Fund (11.7%), Columbia Large Cap Value Fund (11.1%). Go to all CLBRX holdings, CLBRX sectors, or CLBRX dividends.

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