About CPAZX
Columbia Capital Allocation Aggressive Portfolio Institutional Class is a mutual fund designed to pursue a high level of total return aligned with an aggressive risk profile. The fund primarily allocates 75% to 85% of its assets to equity funds, complementing this exposure with a smaller allocation to fixed income funds, typically comprising 15% to 25% of the portfolio. It employs a broadly diversified and moderately tactical investment approach, aiming for substantial long-term capital appreciation. The portfolio features a variety of holdings across large-cap growth, value, and international equities, as well as exposure to high-yield and corporate bonds, reflecting its balanced, multi-asset strategy. As part of the broader Columbia Capital Allocation target-risk series, this fund provides access to multiple sectors and geographies within a single vehicle, making it suitable for institutional investors seeking aggressive exposure within well-defined risk parameters. Inception dating back to 2010 underscores its established presence in the market, and a semi-annual dividend payout provides potential income alongside capital growth opportunities. Its performance is measured against benchmarks like the Russell 3000 Total Return Index and it consistently maintains an above-average risk and performance rating within its peer group.
Fund Family Columbia Threadneedle
Category Allocation--70% to 85% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CPAZX
Share Class Institutional Class
Index Russell 3000 TR
CPAZX had a total return of 20.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.87%.
