Columbia Capital Allocation Agrsv Y

The investment seeks the highest level of total return that is consistent with an aggressive level of risk.
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 Columbia Management Investment Advisers, LLC or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

Key stats

Management firm  Columbia
Domicile  United States
Fund Administrator  Columbia Mangmt Investment Advisers, LLC
Global Branding Name  Columbia
12 month yield  2.65%
Fund currency  USD
Launch Date  2013-06-13
ISIN  US19766N8065
SEDOL  BBM50V0
Manager 1 Name  Jeffrey Knight
Manager 2 Name  Marie Schofield
Fund Strategy  Aggressive Allocation
Benchmark  Barclays US Corporate High Yield TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  1.98%
Return - 2 Months  -0.59 %
Return - 3 Months  2.53%
Return - 6 Months  4.87 %
Return - 9 months  8.44 %
Return - 12 Months  9.55%
Annualized return since Inception  13.03%
Return YTD  5.43%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Maximum Managment Charge  0.00 %

Contact

Contact Address  Liberty Financial Funds
Contact Address 2  P.O. Box 8081
Contact Address 3  Boston, MA 02210
Contact city  Boston
Contact country  United States
Fund Admin Group  Columbia
Web Address  www.columbiamanagement.com
Custodian  J. P. Morgan Chase Bank, N.A.
Phone  +1 8003456611

Price

Last Price Date  2014-11-26
Pre-tax nav  13.63
Price change  $0.04
Price change (percentage)  0.29 %

Funds Disclaimer

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Ratings Disclaimer

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