AMTCX Mutual Fund
AMTCX Mutual Fund
Columbia Capital Allocation Moderate Portfolio Class C
AMTCX Mutual Fund Overview
AMTCX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class C) is managed by Columbia Threadneedle Investments with $51.0M in net assets. AMTCX expense ratio is 1.68%, holding 39 positions across sectors including Unknown, Other. Inception date: 2004-03-04.
AMTCX performance shows a YTD return of 6.50%. The 1-year return is 15.03% and the 5-year return is 5.05%. AMTCX dividend yield stands at 4.73%, paid quarterly.
AMTCX 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 AMTCX holdings, sector breakdown, or dividend history.
AMTCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AMTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.