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CLNAX vs VWIAX

Both CLNAX and VWIAX are mutual funds. Below is the comparison between CLNAX and VWIAX.

CLNAX VWIAX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--30% to 50% Equity U.S. Balanced: Allocation--30% to 50% Equity
Family Columbia Threadneedle Vanguard
Net Assets N/A $52.76B
Expense Ratio N/A 0.16%
Management Style active active
Dividend Yield N/A 2.61%
Minimum Investment $2,000.00 $50,000.00
YTD Return 0.37% 5.43%
1-Year Return 5.32% 4.85%
3-Year Return 6.46% 9.79%
5-Year Return N/A 7.81%
10-Year Return N/A 7.94%

CLNAX description

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CLNAX performance & returns

YTD Return 0.37%
1-Month Return 0.89%
3-Month Return 5.32%
1-Year Return 5.32%
3-Year Return 6.46%
5-Year Return N/A
10-Year Return N/A
CLNAX expense ratio is N/A.

CLNAX holdings

Top 10 Holdings (56.96% of Total Assets)

Name Symbol % Assets
10 Year Treasury Note Future Dec 20 ZNZ0 12.04%
E-mini S&P 500 Future Dec 20 ESZ0 11.64%
SPDR® Blackstone / GSO Senior Loan ETF SRLN 7.32%
Columbia Short-Term Cash N/A 6.57%
Barclays Bk Pfd 17.53% N/A 3.34%
BNP Paribas Issuance B.V. 16.17% N/A 3.30%
Ubs Ag London Brh Pfd 16.07% N/A 3.28%
Credit Suisse Ag London Brh Pfd 17.1% N/A 3.20%
Jefferies Grp Llc / Jefferies Grp Ca Pfd 15.41% N/A 3.17%
SPDR® Blmbg Barclays Convert Secs ETF CWB 3.10%

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VWIAX description

The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The Fund will invest 60% to 65% of its assets in investment grade fixed income securities with the remainder in dividend paying common stocks.

VWIAX performance & returns

YTD Return 5.43%
1-Month Return 1.41%
3-Month Return 4.85%
1-Year Return 4.85%
3-Year Return 9.79%
5-Year Return 7.81%
10-Year Return 7.94%
VWIAX expense ratio is 0.16%.

VWIAX holdings

Top 10 Holdings (12.68% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 1.88%
United States Treasury Notes 0.25% N/A 1.39%
Pfizer Inc PFE 1.37%
Cisco Systems Inc CSCO 1.24%
Procter & Gamble Co PG 1.21%
Comcast Corp Class A CMCSA 1.21%
JPMorgan Chase & Co JPM 1.20%
Verizon Communications Inc VZ 1.19%
Bank of America Corp BAC 1.03%
Medtronic PLC MDT 0.96%

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