CPARX Mutual Fund

CPARX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class R) is managed by Columbia Threadneedle Investments with $3.8M in net assets. CPARX expense ratio is 1.27%, holding 19 positions across various sectors. Inception date: 2010-09-27.

CPARX performance shows a YTD return of 8.26%. The 1-year return is 9.47% and the 5-year return is 7.72%. CPARX dividend yield stands at 1.51%, paid semi-annually.

CPARX top holdings include Columbia Contrarian Core Fund (15.7%), Columbia Cornerstone Equity Fd I3 (15.2%), Columbia Cornerstone Growth Fund (14.7%), Columbia Overseas Core-inst3 (13.1%), Columbia Intrinsic Value Fd I3 (12.8%). Go to all CPARX holdings, CPARX sectors, or CPARX dividends.

CPARX can be compared against other funds. Use CPARX overlap to find shared positions, or CPARX vs another fund for a side-by-side view. CPARX alternatives are available via the screener, along with tax-loss harvesting opportunities.