CLBRX Mutual Fund (Columbia Capital allocation Moderate Aggressive Portfolio Class R) is managed by Columbia Threadneedle Investments with $4.3M in net assets. CLBRX expense ratio is 1.24%, holding 39 positions across sectors including Unknown, Other. Inception date: 2006-01-23.

CLBRX performance shows a YTD return of 7.79%. The 1-year return is 17.87% and the 5-year return is 6.95%. CLBRX dividend yield stands at 8.26%, paid quarterly.

CLBRX top holdings include Columbia Bond Fund (15.4%), Columbia Contrarian Core Fund (12.4%), Columbia Select Large Cap Equity Fund (12.3%), Columbia Cornerstone Growth Fund (11.7%), Columbia Large Cap Value Fund (11.1%). View all CLBRX holdings, sector breakdown, or dividend history.

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