CPDMX Mutual Fund

CPDMX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Institutional Class III) is managed by Columbia Threadneedle Investments with $9.4M in net assets. CPDMX expense ratio is 0.64%, holding 39 positions across various sectors. Inception date: 2013-06-13.

CPDMX performance shows a YTD return of 6.21%. The 1-year return is 14.22% and the 5-year return is 5.85%. CPDMX dividend yield stands at 5.88%, paid quarterly.

CPDMX top holdings include Columbia Bond Fund (20.7%), Columbia Overseas Core-inst3 (10.2%), Columbia Contrarian Core Fund (9.9%), Columbia Select Large Cap Equity Fund (9.9%), Columbia Cornerstone Growth Fund (9.2%). Go to all CPDMX holdings, CPDMX sectors, or CPDMX dividends.

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