CBVZX Mutual Fund

CBVZX Mutual Fund (Columbia Capital Allocation Conservative Portfolio Class I) is managed by Columbia Threadneedle Investments with $15.4M in net assets. CBVZX expense ratio is 0.70%, holding 20 positions across various sectors. Inception date: 2010-09-27.

CBVZX performance shows a YTD return of 2.71%. The 1-year return is 3.27% and the 5-year return is 2.56%. CBVZX dividend yield stands at 3.51%, paid quarterly.

CBVZX top holdings include Columbia Core Bond Etf (29.5%), Columbia Select Corporate Income Fund (11.3%), Columbia US Government Mortgage Columbia Quality Income Fund (8.6%), Columbia Multi Strat Alts Fd I (6.1%), Columbia High Yield Bond-I3 (5.3%). 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.