CPHNX Mutual Fund
CPHNX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class I3
CPHNX Mutual Fund Overview
CPHNX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class I3) is managed by Columbia Threadneedle Investments with $19.5M in net assets. CPHNX expense ratio is 0.65%, holding 39 positions across sectors including Unknown, Other. Inception date: 2013-06-13.
CPHNX performance shows a YTD return of 8.09%. The 1-year return is 18.55% and the 5-year return is 7.59%. CPHNX dividend yield stands at 9.09%, paid quarterly.
CPHNX top holdings include Columbia Bond Fund (15.4%), Columbia Contrarian Core Fund (12.4%), Columbia Select Large Cap Equity Fund (12.3%), Columbia Cornerstone Growth Fund (11.7%), Columbia Large Cap Value Fund (11.1%). View all CPHNX holdings, sector breakdown, or dividend history.
CPHNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPHNX alternatives are available via the screener, along with tax-loss harvesting opportunities.