Columbia Adaptive Retirement 2040 Fund

Columbia Adaptive Retirement 2040 Fund is a registered fund series of COLUMBIA FUNDS SERIES TRUST I (series S000059355). Net assets $1.2M as of 2023-09-30.

Profile

Advisers

Top holdings (8 reported)

HoldingTickerValue% of fund
COLUMBIA SOLUTIONS AGRESSIVE PORTFOLIO$571K4916.94%
COLUMBIA SOLUTIONS CONSERVATIVE PORTFOLIO$353K3036.05%
COLUMBIA SHORT TERM CASH FUND$50K430.93%
COLUMBIA COMMODITY STRATEGY FUND$48K412.28%
iShares TIPS Bond ETF$48K410.80%
iShares U.S. Real Estate ETF$39K336.40%
Vanguard Mortgage-Backed Securities ETF$35K301.19%
iShares JP Morgan USD Emerging Markets Bond ETF$17K149.92%

Net asset history

Report dateNet assets
2023-09-30$1.2M
2023-06-30$1.6M
2023-03-31$1.5M
2022-12-31$1.4M
2022-09-30$1.4M
2022-06-30$1.4M
2022-03-31$1.5M
2021-12-31$2.2M

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