About CPDMX
Columbia Capital Allocation Moderate Portfolio Institutional 3 Class is a multi-asset mutual fund designed to pursue a balanced approach to both income generation and capital appreciation. Classified under the moderate allocation category, this portfolio invests across a diverse range of asset classes, including U.S. stocks, bonds, and cash equivalents, aiming to deliver a moderate risk profile suitable for investors seeking a blend of growth and stability. The fund utilizes a 'fund of funds' structure, allocating assets to underlying Columbia funds and adjusting exposures to align with prevailing market conditions and strategic objectives. Its investment strategy is distinguished by broad diversification and measured tactical shifts, targeting an equity exposure typically between 50% and 70% to balance volatility with potential return. The fund is managed by a team of experienced professionals and typically appeals to investors seeking a one-stop, professionally managed solution for diversified portfolio exposure. With a significant emphasis on U.S. securities, it plays an important role in the market for individuals and institutions aiming to achieve long-term, risk-aware total returns.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CPDMX
Share Class Institutional 3 Class
Index Index is not available on Lipper Database
CPDMX had a total return of 4.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.44%.
