AXBAX Mutual Fund

AXBAX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class A) is managed by Columbia Threadneedle Investments with $1.25B in net assets. AXBAX expense ratio is 1.02%, holding 40 positions across various sectors. Inception date: 2004-03-04.

AXBAX performance shows a YTD return of 9.86%. The 1-year return is 13.53% and the 5-year return is 8.46%. AXBAX dividend yield stands at 1.70%.

AXBAX top holdings include Columbia Contrarian Core Fund (15.6%), Columbia Cornerstone Equity Fd I3 (15.1%), Columbia Cornerstone Growth Fund (14.2%), Columbia Overseas Core-inst3 (13.3%), Columbia Intrinsic Value Fd I3 (13.2%). Go to all AXBAX holdings, AXBAX sectors, or AXBAX dividends.

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