CA

Columbia Adaptive Retirement 2045 Fund | CARPX

Mutual Fund
COLUMBIA FUNDS SERIES TRUST I
Last update 2023-08-25 4 Stocks (0 new)
Value $- Turnover 8 %
Countries:
Columbia Adaptive Retirement 2... Top Holdings of 2023-06-30 View Full List
Ticker
IYR
TIP
VMBS
EMB
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)

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Columbia Adaptive Retirement 2045 Fund's Asset Allocation

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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 %

Columbia Adaptive Retirement 2045 Fund's Holdings Heat Map

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