Columbia Active Risk Allo Mod Agg MP Mdl (S:0P0001AJK6)
16.07
+0.02
(+0.14%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Columbia Adaptive Risk Allocation Fund I | 40.16% | 10.85 | 0.37% |
| State Street SPDR Portfolio S&P 500 ETF | 27.79% | 81.62 | -0.22% |
| Columbia Multi Strategy Alternatives Fund I | 9.80% | 28.02 | -0.14% |
| Vanguard Emerging Markets Stock Index Fund ETF | 5.69% | 56.07 | -0.39% |
| iShares MSCI EAFE ETF | 5.49% | 98.98 | -0.43% |
| iShares 20+ Year Treasury Bond ETF | 4.02% | 87.86 | 0.22% |
| iShares iBoxx $ High Yield Corporate Bond ETF | 2.97% | 81.02 | -0.02% |
| JPMorgan US Government Money Market Fund Capital | 2.19% | 1.00 | 0.00% |
| iShares JPMorgan USD Emerging Markets Bond ETF | 1.01% | 96.24 | -0.04% |
| iShares iBoxx $ Inv Grade Corporate Bond ETF | 0.88% | 110.74 | 0.21% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |