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Columbia Capital Allocation Agrsv R4 (CPDAX)

13.35 0.00(0.00%) Sep 17
Prev Close:13.35
YTD Return*:5.96%
Net Assets*:682.36M

* As of 31-Aug-14

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


  • No Headlines available for CPDAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Columbia Contrarian Core I8.13N/A
Columbia Large Value Quantitative I7.09N/A
Columbia Overseas Value I6.26N/A
Columbia Large Core Quantitative Instl6.14N/A
Columbia European Equity I5.24N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:682.36M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):0.29%

Performance & Risk

YTD Return:5.96%
5y Avg Return:12.83%
Rank in Category (ytd):62
% Rank in Category (ytd):14.9%
Beta (3y):1.35
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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