CBVZX vs VTTSX

Both CBVZX and VTTSX are mutual funds. CBVZX has a lower 5-year return than VTTSX (5.65% vs 14.22%). Below is the comparison between CBVZX and VTTSX.

CBVZX VTTSX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Columbia Threadneedle Vanguard
Net Assets $12.40M $6.93B
Expense Ratio 0.30% 0.00%
Management Style active active
Dividend Yield 2.37% 1.36%
Minimum Investment N/A $1,000.00
YTD Return 3.80% 16.45%
1-Year Return 0.31% 4.62%
3-Year Return 7.39% 17.21%
5-Year Return 5.65% 14.22%
10-Year Return 5.08% N/A

CBVZX description

The Fund seeks the highest level of total return that is consistent with a conservative level of risk. The Fund invests primarily in fixed income funds.

CBVZX performance & returns

YTD Return 3.80%
1-Month Return 0.57%
3-Month Return 0.31%
1-Year Return 0.31%
3-Year Return 7.39%
5-Year Return 5.65%
10-Year Return 5.08%
CBVZX expense ratio is 0.3%.

CBVZX holdings

Top 10 Holdings (87.12% of Total Assets)

Name Symbol % Assets
Columbia Quality Income Inst3 CUGYX 14.39%
Columbia Short-Term Cash N/A 14.39%
Columbia US Treasury Index Inst3 CUTYX 14.00%
10 Year Treasury Note Future Dec 20 ZNZ0 11.00%
Columbia Corporate Income Inst3 CRIYX 7.24%
Columbia Short Term Bond Inst3 CSBYX 7.04%
Columbia Total Return Bond Inst3 CTBYX 6.13%
Columbia Limited Duration Credit Inst3 CLDYX 4.81%
Columbia Multi-Asset Income Inst3 CMUYX 4.14%
Columbia Disciplined Core Inst3 CCQYX 3.98%

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VTTSX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation.

VTTSX performance & returns

YTD Return 16.45%
1-Month Return 1.74%
3-Month Return 4.62%
1-Year Return 4.62%
3-Year Return 17.21%
5-Year Return 14.22%
10-Year Return N/A
VTTSX expense ratio is N/A.

VTTSX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Mkt Idx Inv VTSMX 53.22%
Vanguard Total Intl Stock Index Inv VGTSX 35.48%
Vanguard Total Bond Market II Idx Inv VTBIX 6.85%
Vanguard Total Intl Bd Idx Investor VTIBX 2.76%
Cmt Market Liquidity Rate N/A 1.69%

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