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CLIRX Holdings List NMFQS:CLIRX

Allocation--30% to 50% Equity | Columbia
$10.89
↓ $-0.03 (-0.27%)
Last Updated: Feb 17, 2026

Columbia Capital Allocation Moderate Conservative Portfolio Class R (CLIRX) is a Allocation--30% to 50% Equity fund with $556.54 Million in assets. The fund allocates 85.54% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Columbia Bond Fund at 23.30% of total assets. This is followed by Columbia Quality Income Fund (6.90%) and Columbia US Treasury Index Fund (5.94%).

CLIRX Holdings

Name Weight Owned Change
Columbia Bond Fund 23.30% - -
Columbia Quality Income Fund 6.90% - -
Columbia US Treasury Index Fund 5.94% - -
Columbia Corporate Income Fund 10.51% - -
Columbia Overseas Core Fund 6.72% - -
Columbia High Yield Bond Fund 5.96% - -
Columbia Disciplined Core Fund 7.51% - -
Columbia Contrarian Core Fund 7.53% - -
Columbia Select Large Cap Equity Fund 7.49% - -
COLUMBIA SHORT TERM CASH FUND 3.68% - -
Columbia Select Corp Income Fd I3 10.31% - -
Columbia Cornerstone Equity Fd I3 7.55% - -

Asset Allocation

Bond 58.99%
Cash 1.26%
Non US Stock 8.91%
Not Classified 0.08%
Other 0.08%
US Stock 30.68%

Market Cap

AverageMarketCap 182172.37%
Giant 19.73%
Large 12.83%
Medium 8.48%
Micro 0.50%
Small 1.99%

Sector Weights

Cash and Equivalents 2.48%
Corporate 2.48%
Derivative 2.48%
Government 2.48%
Municipal 2.48%
Securitized 2.48%
Basic Materials 2.86%
Consumer Cyclical 11.04%
Financial Services 16.67%
Real Estate 1.57%
Consumer Defensive 4.47%
Healthcare 9.46%
Utilities 2.48%
Communication Services 9.51%
Energy 3.97%
Industrials 9.18%
Technology 28.79%

World Regions

Latin America 1.28%
North America 73.71%
Asia Developed 4.73%
Asia Emerging 6.26%
Australasia 0.64%
Japan 3.78%
Africa/Middle East 1.57%
Europe Developed 5.76%
Europe Emerging 0.45%
United Kingdom 1.74%

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