CPDMX Mutual Fund
CPDMX Mutual Fund
CPDMX Mutual Fund
Columbia Capital Allocation Moderate Portfolio Institutional Class III
CPDMX Mutual Fund Overview
CPDMX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Institutional Class III) is managed by Columbia Threadneedle Investments with $8.9M in net assets. CPDMX expense ratio is 0.64%, holding 39 positions across various sectors. Inception date: 2013-06-13.
CPDMX performance shows a YTD return of 6.36%. The 1-year return is 9.21% and the 5-year return is 5.96%. CPDMX dividend yield stands at 2.93%, paid quarterly.
CPDMX top holdings include Columbia Core Bond Etf (17.8%), Columbia Overseas Core-inst3 (10.3%), Columbia Cornerstone Equity Fd I3 (10.2%), Columbia Contrarian Core Fund (10.1%), Columbia Cornerstone Growth Fund (9.6%). Go to all CPDMX holdings, CPDMX sectors, or CPDMX dividends.
CPDMX can be compared against other funds. Use CPDMX overlap to find shared positions, or CPDMX vs another fund for a side-by-side view. CPDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.