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Columbia Funds Series Trust I - Adaptive Retirement 2040 Fund (CAROX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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8.38
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
-55.98%
Stocks
62.85%
Bonds
88.09%
Others
5.02%
Preferred
0.01%
Convertible
0.00%
Sector weightings (%)
Sector(s)
CAROX
Basic materials
4.11%
Consumer cyclical
10.41%
Financial services
14.58%
Property
7.69%
Consumer defensive
6.65%
Healthcare
11.65%
Utilities
2.50%
Communication services
7.06%
Energy
5.04%
Industrials
9.87%
Technology
20.45%
Equity holdings
Average
CAROX
Category average
Price/Earnings
0.06
23.13
Price/book
0.41
2.89
Price/sales
0.55
2.12
Price/Cash flow
0.08
14.1
Median market cap
86,527.28
69,227.1
3-year earnings growth
16.62
12.06
Bond holdings
Average
CAROX
Category average
Maturity
N/A
8.06
Duration
2.37
6.63
Credit quality
N/A
N/A
Bond ratings
Sector(s)
CAROX
US government
67.69%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 5 holdings (16.11% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Columbia Commodity Strategy Inst3
CCFYX
4.12%
iShares TIPS Bond ETF
TIP
4.11%
iShares US Real Estate ETF
IYR
3.37%
Vanguard Mortgage-Backed Secs ETF
VMBS
3.01%
iShares JP Morgan USD Em Mkts Bd ETF
EMB
1.50%
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