CPHNX Mutual Fund
CPHNX Mutual Fund
CPHNX Mutual Fund
Columbia Capital Allocation Moderate Aggressive Portfolio Class I3
CPHNX Mutual Fund Overview
CPHNX Mutual Fund (Columbia Capital Allocation Moderate Aggressive Portfolio Class I3) is managed by Columbia Threadneedle Investments with $19.6M in net assets. CPHNX expense ratio is 0.66%, holding 39 positions across various sectors. Inception date: 2013-06-13.
CPHNX performance shows a YTD return of 7.84%. The 1-year return is 11.05% and the 5-year return is 7.35%. CPHNX dividend yield stands at 2.63%, paid quarterly.
CPHNX top holdings include Columbia Core Bond Etf (13.9%), Columbia Contrarian Core Fund (12.7%), Columbia Cornerstone Equity Fd I3 (12.6%), Columbia Cornerstone Growth Fund (12.1%), Columbia Intrinsic Value Fd I3 (11.2%). Go to all CPHNX holdings, CPHNX sectors, or CPHNX dividends.
CPHNX can be compared against other funds. Use CPHNX overlap to find shared positions, or CPHNX vs another fund for a side-by-side view. CPHNX alternatives are available via the screener, along with tax-loss harvesting opportunities.