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Columbia Capital Allocation Agrsv R4 (CPDAX)

12.96 Up 0.12(0.93%) Apr 16
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Prev Close:12.96
YTD Return*:1.00%
Net Assets*:663.19M
Yield*:N/A

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CPDAX at this time.

Reports

  • No Reports available for CPDAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Columbia Contrarian Core I7.97N/A
Columbia European Equity I7.73N/A
Columbia Large Value Quantitative I6.90N/A
Columbia Select Large Cap Growth I5.76N/A
Columbia Emerging Markets I5.47N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:663.19M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):0.29%

Performance & Risk

YTD Return:1.00%
5y Avg Return:17.62%
Rank in Category (ytd):70
% Rank in Category (ytd):16.17%
Beta (3y):1.37
Morningstar Risk Rating:3

Fund Summary

The investment seeks the highest level of total return that is consistent with an aggressive level of risk. The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which Columbia Management Investment Advisers, LLC or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third-party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments. View More
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