Columbia Adaptive Risk Allocation Fund Advisor Class
CARRX · NMFQS9.98
9.98
USD-0.00-0.02%Sector weight
Sector
Equity %
Category Average
Technology
24.03%
27.12%
Real Estate
14.02%
2.67%
Financial Services
13.87%
14.13%
Healthcare
9.38%
11.97%
Consumer Cyclical
9.00%
9.82%
Industrials
8.22%
10.24%
Communication Services
7.25%
7.36%
Consumer Defensive
5.35%
5.78%
Energy
3.43%
4.97%
Basic Materials
2.97%
3.35%
Utilities
2.47%
2.59%
Government
2.47%
40.02%
Municipal
2.47%
0.07%
Corporate
2.47%
11.61%
Securitized
2.47%
11.45%
Cash and Equivalents
2.47%
32.08%
Derivative
2.47%
4.77%
World Regions
Region
Equity %
Category Average
North America
61.15%
84.10%
Europe Developed
11.49%
6.00%
Asia Emerging
7.11%
2.45%
Japan
6.22%
1.88%
Asia Developed
5.09%
1.87%
United Kingdom
3.58%
2.14%
Australasia
2.10%
0.40%
Africa/Middle East
1.67%
0.43%
Latin America
1.34%
0.60%
Europe Emerging
0.27%
0.07%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
133.67K USD
152.12K USD
59.49K USD
Giant
19.96%
21.91%
18.27%
Large
15.24%
14.13%
22.55%
Medium
9.17%
10.26%
16.92%
Small
1.38%
3.15%
3.23%
Micro
0.25%
0.87%
0.09%
Valuation and Growth
Growth Rates
CARRX.US
Category Average
Price/Prospective Earnings
18.57%
17.34%
Price/Cash Flow
12.90%
12.67%
Price/Book
2.56%
3.19%
Price/Sales
2.37%
2.09%
Dividend Yield
2.24%
1.81%
Valuation Rates
CARRX.US
Category Average
Long-Term Earnings
10.59%
11.67%
Sales Growth
7.65%
7.68%
Cash-Flow Growth
6.57%
7.85%
Book-Value Growth
5.74%
5.73%
Historical Earnings
3.34%
40.06%
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