CPAZX Mutual Fund

CPAZX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class I) is managed by Columbia Threadneedle Investments with $93.4M in net assets. CPAZX expense ratio is 0.77%, holding 40 positions across various sectors. Inception date: 2010-09-27.

CPAZX performance shows a YTD return of 8.98%. The 1-year return is 18.95% and the 5-year return is 8.67%. CPAZX dividend yield stands at 10.58%, paid semi-annually.

CPAZX top holdings include Columbia Contrarian Core Fund (15.1%), Columbia Select Large Cap Equity Fund (14.7%), Columbia Overseas Core-inst3 (13.8%), Columbia Cornerstone Growth Fund (13.7%), Columbia Large Cap Value Fund (13.1%). Go to all CPAZX holdings, CPAZX sectors, or CPAZX dividends.

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