ABUAX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class A) is managed by Columbia Threadneedle Investments with $955.1M in net assets. ABUAX expense ratio is 0.93%, holding 39 positions across sectors including Unknown, Other. Inception date: 2004-03-04.

ABUAX performance shows a YTD return of 6.90%. The 1-year return is 15.89% and the 5-year return is 5.86%. ABUAX dividend yield stands at 5.40%, paid quarterly.

ABUAX 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%). View all ABUAX holdings, sector breakdown, or dividend history.

ABUAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ABUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.