Columbia Capital Allocation Moderate Aggressive Portfolio (CGGTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Columbia Capital Allocation Moderate Aggressive Portfolio
Boston MA 02111
One Financial Center
Columbia Funds Series Trust
Management information
,Lead manager since 15 August 2022
Thomas Nakamura is an analyst on the Global Asset Allocation team for Columbia Threadneedle Investments. In this role he provides portfolio analysis and multi-asset strategy research for the team’s selected strategies. Prior to joining the firm in 2018, he was a research analyst for Fisher Investments covering the United Kingdom. In this role he provided buyside research to portfolio managers on the outlook of the UK’s economy, politics and capital markets. Prior to that he was a quantitative analyst for Fisher Investments and joined the industry in 2011. Mr. Nakamura received a B.A. in Economics with a minor in Statistics from Swarthmore College.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyColumbia Threadneedle
Net assets1.7B
YTD return12.70%
Yield1.69%
Morningstar rating★★★
Inception date7 Nov 2012
Fund operations
Last dividend0.12
Last cap gain0.00
Holdings turnover7.00%
Average for categoryN/A
Fees and expenses
ExpenseCGGTXCategory average
Annual report expense ratio (net)0.75%0.84%
Prospectus net expense ratio0.75%N/A
Prospectus gross expense ratio0.75%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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