ABDAX Mutual Fund

ABDAX Mutual Fund (Columbia Capital Allocation Conservative Portfolio Class A) is managed by Columbia Threadneedle Investments with $118.8M in net assets. ABDAX expense ratio is 0.95%, holding 40 positions across various sectors. Inception date: 2004-03-04.

ABDAX performance shows a YTD return of 1.36%. The 1-year return is 2.90% and the 5-year return is -1.44%. ABDAX dividend yield stands at 3.29%, paid quarterly.

ABDAX top holdings include Columbia Core Bond Etf (29.6%), Columbia Select Corporate Income Fund (11.3%), Columbia US Government Mortgage Columbia Quality Income Fund (8.7%), Columbia Multi Strat Alts Fd I (6.0%), Columbia High Yield Bond-I3 (5.4%). Go to all ABDAX holdings, ABDAX sectors, or ABDAX dividends.

ABDAX can be compared against other funds. Use ABDAX overlap to find shared positions, or ABDAX vs another fund for a side-by-side view. ABDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.