Columbia Capital Allocation Moderate Portfolio Class C
AMTCX · NMFQS10.47
10.47
USD-0.05-0.48%Sector weight
Sector
Equity %
Category Average
Technology
27.33%
25.67%
Financial Services
13.85%
15.10%
Industrials
10.95%
10.28%
Healthcare
10.77%
12.32%
Consumer Cyclical
10.69%
10.31%
Communication Services
9.35%
7.94%
Consumer Defensive
5.93%
5.40%
Energy
4.82%
4.17%
Basic Materials
2.32%
3.21%
Real Estate
2.03%
2.61%
Utilities
1.96%
3.00%
Government
1.96%
30.02%
Municipal
1.96%
0.25%
Corporate
1.96%
28.55%
Securitized
1.96%
25.89%
Cash and Equivalents
1.96%
14.70%
Derivative
1.96%
0.59%
World Regions
Region
Equity %
Category Average
North America
81.21%
85.32%
Europe Developed
7.17%
6.35%
Japan
3.92%
2.14%
United Kingdom
2.22%
2.37%
Asia Emerging
1.82%
1.13%
Asia Developed
1.49%
1.59%
Australasia
1.18%
0.50%
Africa/Middle East
0.51%
0.23%
Latin America
0.37%
0.33%
Europe Emerging
0.11%
0.04%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
138.7K USD
186.45K USD
169.5K USD
Giant
22.45%
26.53%
25.55%
Large
16.74%
15.22%
18.86%
Medium
11.23%
12.40%
11.72%
Small
2.52%
3.08%
3.33%
Micro
0.59%
0.54%
0.04%
Valuation and Growth
Growth Rates
AMTCX.US
Category Average
Price/Prospective Earnings
17.86%
18.92%
Price/Cash Flow
11.81%
12.88%
Price/Book
2.78%
3.20%
Price/Sales
1.98%
2.14%
Dividend Yield
1.83%
1.86%
Valuation Rates
AMTCX.US
Category Average
Cash-Flow Growth
11.76%
9.31%
Long-Term Earnings
10.30%
10.29%
Sales Growth
9.19%
6.69%
Book-Value Growth
7.01%
2.77%
Historical Earnings
4.94%
6.38%
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