About CPDIX
Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class is a mutual fund that operates as a 'fund of funds,' meaning it seeks to achieve its investment objectives by investing primarily in a diverse selection of underlying funds managed by the same investment firm or its affiliates. The fund targets the highest level of total return possible while maintaining an aggressive risk profile, with typical equity exposure ranging from 70% to 85%. Its portfolio may also allocate up to 20% of assets to unaffiliated funds and various securities, including third-party mutual funds, ETFs, equities, fixed income instruments, and derivatives. This approach is designed to provide broad diversification across asset classes, sectors, and geographies, aligning with investors seeking long-term capital appreciation through a higher-risk strategy. The fund is notable for its above average performance and risk ratings, a semi-annual dividend payout schedule, and a relatively low expense ratio for its category. With dozens of holdings, it plays a significant role for institutions and individuals aiming for aggressive portfolio growth within a professionally managed framework.
Fund Family Columbia Threadneedle
Category Allocation--70% to 85% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CPDIX
Share Class Institutional 3 Class
Index Russell 3000 TR
CPDIX had a total return of 18.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.24%.
