CPHNX Mutual Fund

CPHNX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class I3) is managed by Columbia Threadneedle Investments with $20.3M in net assets. CPHNX expense ratio is 0.66%, holding 39 positions across various sectors. Inception date: 2013-06-13.

CPHNX performance shows a YTD return of 7.32%. The 1-year return is 16.02% and the 5-year return is 7.30%. CPHNX dividend yield stands at 9.16%, 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%). Go to all CPHNX holdings, CPHNX sectors, or CPHNX dividends.

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