Columbia Capital Allocation Fund Quote

RPCCX Fund  USD 9.21  0.01  0.11%   

Performance

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Odds Of Distress

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Columbia Capital is trading at 9.21 as of the 24th of March 2025; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.22. Columbia Capital has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter . More on Columbia Capital Allocation

Moving together with Columbia Mutual Fund

  0.87SRINX Columbia Porate IncomePairCorr
  0.62CUSBX Columbia Ultra ShortPairCorr
  0.74CUTRX Columbia Treasury IndexPairCorr
  0.74CUTYX Columbia Treasury IndexPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Columbia (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of June 2019
Fiscal Year EndJanuary
Columbia Capital Allocation [RPCCX] is traded in USA and was established 24th of March 2025. Columbia Capital is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Columbia family. This fund at this time has accumulated 224.27 M in assets with no minimum investment requirementsColumbia Capital All is currently producing year-to-date (YTD) return of 1.32% with the current yeild of 0.03%, while the total return for the last 3 years was 1.3%.
Check Columbia Capital Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Capital Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Capital Allocation Mutual Fund Constituents

CBFYXColumbia Bond FundMutual FundIntermediate Core Bond
CCQYXColumbia Disciplined EMutual FundLarge Blend
CHYYXColumbia High YieldMutual FundHigh Yield Bond
CLDYXColumbia Limited DurationMutual FundShort-Term Bond
CLEYXColumbia Select LargeMutual FundLarge Blend
COFYXColumbia Trarian CoreMutual FundLarge Blend
COSOXColumbia Overseas EMutual FundForeign Large Blend
CRIYXColumbia Porate IncomeMutual FundCorporate Bond
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Columbia Capital All Risk Profiles

Columbia Capital Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Capital financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Capital security.
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