CPARX Mutual Fund
CPARX Mutual Fund
Columbia Capital Allocation Aggressive Portfolio Class R
CPARX Mutual Fund Overview
CPARX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class R) is managed by Columbia Threadneedle Investments with $3.9M in net assets. CPARX expense ratio is 1.28%, holding 40 positions across sectors including Unknown, Other. Inception date: 2010-09-27.
CPARX performance shows a YTD return of 9.40%. The 1-year return is 21.23% and the 5-year return is 8.38%. CPARX dividend yield stands at 10.15%, paid semi-annually.
CPARX top holdings include Columbia Contrarian Core Fund (15.1%), Columbia Select Large Cap Equity Fund (14.7%), Columbia Overseas Core-inst3 (13.8%), Columbia Cornerstone Growth Fund (13.7%), Columbia Large Cap Value Fund (13.1%). View all CPARX holdings, sector breakdown, or dividend history.
CPARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPARX alternatives are available via the screener, along with tax-loss harvesting opportunities.