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    Columbia Capital Allocation Agrsv Y (CPDIX)

    12.53 Down 0.03(0.24%) Jan 23
    Prev Close:12.56
    YTD Return*:6.17%
    Net Assets*:675.34M
    Yield*:2.62%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for CPDIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Contrarian Core I10.01N/A
    Columbia Large Value Quantitative I8.81N/A
    E-mini S&P 500 Index Future Dec146.22N/A
    Columbia Overseas Value I5.58N/A
    Columbia Large Core Quantitative Instl5.52N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:675.34M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):0.06%

    Performance & Risk

    YTD Return:6.17%
    5y Avg Return:10.92%
    Rank in Category (ytd):36
    % Rank in Category (ytd):8.67%
    Beta (3y):1.32
    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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