CLBRX Mutual Fund

CLBRX Mutual Fund (Columbia Capital allocation Moderate Aggressive Portfolio Class R) is managed by Columbia Threadneedle Investments with $4.4M in net assets. CLBRX expense ratio is 1.24%, holding 19 positions across various sectors. Inception date: 2006-01-23.

CLBRX performance shows a YTD return of 7.07%. The 1-year return is 7.71% and the 5-year return is 6.32%. CLBRX dividend yield stands at 3.72%, paid quarterly.

CLBRX top holdings include Columbia Core Bond Etf (13.8%), Columbia Contrarian Core Fund (12.9%), Columbia Cornerstone Equity Fd I3 (12.8%), Columbia Cornerstone Growth Fund (12.5%), Columbia Intrinsic Value Fd I3 (11.0%). 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.