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Columbia Adaptive Retirement 2045 Fund | CARPXMutual Fund | |
COLUMBIA FUNDS SERIES TRUST I | |
Last update 2023-08-25 | 4 Stocks (0 new) |
Value $- | Turnover 8 % |
Columbia Adaptive Retirement 2... Top Holdings of 2023-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IYR | iShares U.S. Real Estate ETF | 684 | 59.2 | +13.81% | 34.810 | +4.22% | 0.000 | +6.53% | +5.32% | 3,724.2 | ||
TIP | iShares TIPS Bond ETF | 512 | 55.1 | +6.00% | 32.410 | +1.84% | 0.000 | +0.42% | +2.91% | 13,750.1 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 905 | 41.6 | +5.72% | 24.480 | +1.33% | 0.000 | +0.64% | +1.35% | 14,414.3 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 163 | 14.1 | +9.40% | 8.300 | +0.71% | 0.000 | +3.78% | +3.82% | 13,579.2 |
Columbia Adaptive Retirement 2045 Fund's Historical Top Holdings Breakdowns
Columbia Adaptive Retirement 2045 Fund Total Holding History ($B)
Columbia Adaptive Retirement 2045 Fund's Asset Allocation
Columbia Adaptive Retirement 2045 Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Columbia Adaptive Retirement 2045 Fund's Hypothetical Growth since 2023-06-30
Columbia Adaptive Retirement 2045 Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Columbia Adaptive Retirement 2045 Fund's Holdings Heat Map
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Columbia Adaptive Retirement 2045 Fund's Holdings Bubble Chart
Columbia Adaptive Retirement 2045 Fund News
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