AXTAX Rating, Research - Columbia Port Builder Total Equity A

Columbia Port Builder Total Equity A (axtax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 6

Threats + Weaknesses = 6

When strengths & opportunities substantially exceed threats & weaknesses an investment in the axtax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Port Builder Total Equity A (AXTAX) Description: AXTAX is a mutual fund, which is an investment that owns a basket of assets. The AXTAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the average fund size classification. AXTAXs minimum initial investment amount is $2000 while the IRA minimum is $0. AXTAXs expense ratio is roughly 1%. The latest AXTAXs front end load was 6% and the back end load was 0%. The Columbia Port Builder Total Equity A (AXTAX) mutual fund falls under the large-cap mixed category. AXTAX focuses its investments in USA and AXTAX is not affiliated with a particular industry or fund sector. The Columbia Port Builder Total Equity A (AXTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AXTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AXTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stock of a select group of U.S. companies. It mainly focuses on "larger capitalization" issuers, which it considers to be companies within the market capitalization range of the Russell 1000® Index. However, it invests in companies of any market capitalization and may invest in foreign issuers, including issuers in developing market countries. The funds portfolio generally invests in 35 or fewer issuers.

Management Analysis Update

Performance Analysis Update