AXBAX Mutual Fund
AXBAX Mutual Fund
Columbia Capital Allocation Aggressive Portfolio Class A
AXBAX Mutual Fund Overview
AXBAX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.24B in net assets. AXBAX expense ratio is 1.03%, holding 40 positions across sectors including Unknown, Other. Inception date: 2004-03-04.
AXBAX performance shows a YTD return of 9.48%. The 1-year return is 21.57% and the 5-year return is 8.64%. AXBAX dividend yield stands at 10.21%, paid semi-annually.
AXBAX top holdings include Columbia Contrarian Core Fund (15.1%), Columbia Select Large Cap Equity Fund (14.7%), Columbia Overseas Core-inst3 (13.8%), Columbia Cornerstone Growth Fund (13.7%), Columbia Large Cap Value Fund (13.1%). View all AXBAX holdings, sector breakdown, or dividend history.
AXBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AXBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.