CPDIX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class I3) is managed by Columbia Threadneedle Investments with $40.5M in net assets. CPDIX expense ratio is 0.71%, holding 40 positions across sectors including Unknown, Other. Inception date: 2013-06-13.

CPDIX performance shows a YTD return of 9.67%. The 1-year return is 21.96% and the 5-year return is 9.01%. CPDIX dividend yield stands at 10.93%, 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%). View all CPDIX holdings, sector breakdown, or dividend history.

CPDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.