CBMZX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Class I) is managed by Columbia Threadneedle Investments with $27.6M in net assets. CBMZX expense ratio is 0.68%, holding 39 positions across sectors including Unknown, Other. Inception date: 2010-09-27.

CBMZX performance shows a YTD return of 7.06%. The 1-year return is 16.22% and the 5-year return is 6.11%. CBMZX dividend yield stands at 5.66%, paid quarterly.

CBMZX 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 CBMZX holdings, sector breakdown, or dividend history.

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