Columbia Complete No Load Mutual Funds
Investment Model Portfolios

This plan is best used for accounts in Columbia Fund Management and it only uses no load Columbia mutual funds.

Investment options of Columbia Complete No Load Mutual Funds

Total Available Funds: 80
Asset Class Ticker Description
Others
Aggressive Allocation CCMZX Columbia Marsico Flexible Capital Z
Aggressive Allocation CPAZX Columbia Portfolio Builder Aggressive Z
Conservative Allocation CBVZX Columbia Port Builder Conservative Z
Conservative Allocation NIPAX Columbia LifeGoal Income & Growth Z
Conservative Allocation CBUZX Columbia Income Builder Z
Convertibles NCIAX Columbia Convertible Securities Z
Moderate Allocation CBALX Columbia Balanced Z
Moderate Allocation NBGPX Columbia LifeGoal Balanced Growth Z
Moderate Allocation CBMZX Columbia Portfolio Builder Moderate Z
Aggressive Allocation CFIZX Columbia Flexible Capital Income Z
Aggressive Allocation COTZX Columbia Thermostat Z
Multialternative CEMZX Columbia Absolute Ret Enh Multi-Strat Z
Multialternative CARZX Columbia Absolute Ret Multi-Strat Z
Currency CACZX Columbia Absolute Ret Ccy & Inc Z
Aggressive Allocation CSAZX Columbia Strategic Allocation Z
World Allocation CRAZX Columbia Risk Allocation Z
FIXED INCOME
Bank Loan CFRZX Columbia Floating Rate Z
Emerging Markets Bond CMBZX Columbia Emerging Markets Bond Z
High Yield Bond CHYZX Columbia High Yield Bond Z
High Yield Bond CIOZX Columbia Income Opportunities Z
High Yield Muni SRHMX Columbia High Yield Municipal Z
Inflation-Protected Bond CIPZX Columbia Inflation Protected Secs Z
Intermediate Government CUGZX Columbia US Govt Mortgage Z
Intermediate Government IUTIX Columbia US Treasury Index Z
Intermediate-Term Bond UMMGX Columbia Bond Z
Intermediate-Term Bond SRBFX Columbia Intermediate Bond Z
Multisector Bond LSIZX Columbia Strategic Income Z
Muni California Long CCAZX Columbia CA Tax Exempt Z
Muni National Long CATZX Columbia AMT-Free Tax-Exempt Bond Z
Muni National Long CTEZX Columbia Tax-Exempt Z
Short-Term Bond CLDZX Columbia Limited Duration Credit Z
Short-Term Bond NSTMX Columbia Short Term Bond Z
WORLD BOND CGBZX Columbia Global Bond Z
WORLD BOND CNBZX Columbia International Bond Z
COMMODITIES
COMMODITIES BROAD BASKET CCSZX Columbia Commodity Strategy Z
Emerging Market
DIVERSIFIED EMERGING MKTS CEFZX Columbia Acorn Emerging Markets Z
DIVERSIFIED EMERGING MKTS UMEMX Columbia Emerging Markets Z
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA USPAX Columbia Pacific/Asia Z
EUROPE STOCK CAEZX Columbia Acorn European Z
EUROPE STOCK CEEZX Columbia European Equity Z
Foreign Large Blend CMTZX Columbia Masters International Equity Z
Foreign Large Growth NMOAX Columbia Marsico Intl Opp Z
Foreign Large Value EMIEX Columbia International Value Z
Foreign Large Value COSZX Columbia Overseas Value Z
FOREIGN SMALL/MID GROWTH ACFFX Columbia Acorn International Select Z
WORLD STOCK CGEZX Columbia Global Equity Z
WORLD STOCK COGZX Columbia Marsico Global Z
US EQUITY
LARGE VALUE SRINX Columbia Corporate Income Z
LARGE BLEND SMGIX Columbia Contrarian Core Z
LARGE BLEND NSEPX Columbia Large Cap Core Z
LARGE BLEND NINDX Columbia Large Cap Index Z
LARGE BLEND NMIMX Columbia Large Cap Enhanced Core Z
LARGE BLEND CCRZX Columbia Large Core Quantitative Z
LARGE VALUE UMBIX Columbia Value & Restructuring Z
LARGE GROWTH GEGTX Columbia Large Cap Growth Z
LARGE GROWTH CLQZX Columbia Large Growth Quantitative Z
LARGE BLEND NGPAX Columbia LifeGoal Growth Z
LARGE GROWTH NMYAX Columbia Marsico 21st Century Z
LARGE GROWTH NGIPX Columbia Marsico Growth Z
LARGE GROWTH UMLGX Columbia Select Large Cap Growth Z
LARGE VALUE CDVZX Columbia Diversified Equity Income Z
LARGE VALUE GSFTX Columbia Dividend Income Z
LARGE VALUE CDOZX Columbia Dividend Opportunity Z
LARGE VALUE CEVZX Columbia Equity Value Z
LARGE VALUE CVQZX Columbia Large Value Quantitative Z
LARGE VALUE CSVZX Columbia Select Large Cap Value Z
MID-CAP BLEND NMPAX Columbia Mid Cap Index Z
Mid-Cap Growth ACTWX Columbia Acorn Select Z
Mid-Cap Growth ACRNX Columbia Acorn Z
Mid-Cap Growth CLSPX Columbia Mid Cap Growth Z
MID-CAP VALUE NAMAX Columbia Mid Cap Value Z
SMALL BLEND CSSZX Columbia Select Smaller Cap Value Z
SMALL BLEND SMCEX Columbia Small Cap Core Z
SMALL BLEND NMSCX Columbia Small Cap Index Z
Small Growth AUSAX Columbia Acorn USA Z
Small Growth CMSCX Columbia Small Cap Growth I Z
SMALL VALUE CMAZX Columbia Multi-Advisor Sm Cp Val Z
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
LARGE GROWTH CSVFX Columbia Strategic Investor Z
REAL ESTATE
REAL ESTATE CREEX Columbia Real Estate Equity Z

Investment model portfolios

We provide two types of investment model portfolios for Columbia Complete No Load Mutual Funds participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Columbia Complete No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate NA -0.67% 0.14% 0.90% 4.51% 4.66% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 11.44% 10.06% 9.70% 13.18% 8.56% 5.81% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.85% 5.03% 4.67% 7.09% 5.52% 5.06% … …
Data as of 05/29/2020, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Columbia Complete No Load Mutual Funds Tactical Asset Allocation Moderate NA 10.16% 12.49% 6.98% 5.56% 6.81% 8.79% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% … …
Data as of 01/31/2022, Common starting date is 12/31/2000

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