CPAZX Mutual Fund
CPAZX Mutual Fund
Columbia Capital Allocation Aggressive Portfolio Class I
CPAZX Mutual Fund Overview
CPAZX Mutual Fund (Columbia Capital Allocation Aggressive Portfolio Class I) is managed by Columbia Threadneedle Investments with $89.3M in net assets. CPAZX expense ratio is 0.78%, holding 40 positions across sectors including Unknown, Other. Inception date: 2010-09-27.
CPAZX performance shows a YTD return of 9.65%. The 1-year return is 21.84% and the 5-year return is 8.92%. CPAZX dividend yield stands at 10.51%, paid semi-annually.
CPAZX 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 CPAZX holdings, sector breakdown, or dividend history.
CPAZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPAZX alternatives are available via the screener, along with tax-loss harvesting opportunities.