CBVZX Mutual Fund (Columbia Capital Allocation Conservative Portfolio Class I) is managed by Columbia Threadneedle Investments with $15.1M in net assets. CBVZX expense ratio is 0.69%, holding 40 positions across sectors including Unknown, Other. Inception date: 2010-09-27.

CBVZX performance shows a YTD return of 3.58%. The 1-year return is 9.19% and the 5-year return is 2.88%. CBVZX dividend yield stands at 3.47%, paid quarterly.

CBVZX top holdings include Columbia Bond Fund (32.5%), Columbia Select Corporate Income Fund (11.5%), Columbia US Government Mortgage Columbia Quality Income Fund (9.0%), Columbia High Yield Bond Fund (7.5%), Columbia US Treasury Index Fund (7.3%). View all CBVZX holdings, sector breakdown, or dividend history.

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