C
Columbia Asset Allocation Portfolio - Moderate Aggressive

COLMDAGG

Index Performance

+4.31%
COLMDAGG
+7.28%
SPY

Overview

Description

Model portfolio by Columbia Threadneedle that targets the highest level of total return consistent with a moderately aggressive level of risk. Invests in a mix of active and passive exposures, allocating to both mutual funds and ETFs

  • TickerCOLMDAGG
  • Inception Date01/01/2023
  • WeightingCustom
  • # of holdings12
What's inside?

Holdings

All holdings as of July 26, 2024
CSV download
SPDR S&P 500 ETF Trust (SPY)31.85%N/AN/AN/AN/A
iShares MSCI EAFE ETF (EFA)24.34%N/AN/AN/AN/A
iShares 7-10 Year Treasury Bond ETF (IEF)11.06%N/AN/AN/AN/A
Vanguard FTSE Emerging Markets ETF (VWO)7.16%N/AN/AN/AN/A
Vanguard Short-Term Government Bond Index Fund (VGSH)6.03%N/AN/AN/AN/A
iShares 20+ Year Treasury Bond ETF (TLT)4.94%N/AN/AN/AN/A
Vanguard Mortgage-Backed Securities Index Fund (VMBS)4.02%N/AN/AN/AN/A
Invesco DB Commodity Index Tracking Fund (DBC)3.63%N/AN/AN/AN/A
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)2.02%N/AN/AN/AN/A
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)1.81%N/AN/AN/AN/A
iShares TIPS Bond ETF (TIP)1.81%N/AN/AN/AN/A
iShares Russell 2000 ETF (IWM)1.34%N/AN/AN/AN/A
Market data by FactSet

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