CPDIX Mutual Fund

CPDIX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class I3) is managed by Columbia Threadneedle Investments with $42.4M in net assets. CPDIX expense ratio is 0.70%, holding 40 positions across various sectors. Inception date: 2013-06-13.

CPDIX performance shows a YTD return of 8.97%. The 1-year return is 19.08% and the 5-year return is 8.75%. CPDIX dividend yield stands at 11.00%, paid semi-annually.

CPDIX 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 CPDIX holdings, CPDIX sectors, or CPDIX dividends.

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