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Nasdaq - Delayed Quote USD
Columbia Capital Allocation Mod Inst3 (CPDMX)
9.71
-0.30
(-3.00%)
At close: 8:00:26 PM EDT
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10.01 - YTD Return -0.12%
- Expense Ratio 0.63%
- Category Allocation--50% to 70% Equity
- Last Cap Gain -6.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 999.11M
- Beta (5Y Monthly) 0.95
- Yield 2.71%
- 5y Average Return --
- Holdings Turnover 11.00%
- Last Dividend 0.05
- Inception Date Jun 13, 2013
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 the Investment Manager 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.
Columbia Threadneedle
Fund Family
Allocation--50% to 70% Equity
Fund Category
999.11M
Net Assets
2013-06-13
Inception Date
Performance Overview: CPDMX
View MoreTrailing returns as of 4/4/2025. Category is Allocation--50% to 70% Equity.
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Holdings: CPDMX
View MoreSector Weightings
SectorCPDMX
Technology 25.64%
Financial Services 15.35%
Consumer Cyclical 10.77%
Industrials 10.70%
Healthcare 10.57%
Communication Services 9.74%
Consumer Defensive 5.67%
Energy 5.06%
Basic Materials 2.65%
Utilities 1.94%
Real Estate 1.91%
Recent News: CPDMX
View MoreResearch Reports: CPDMX
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