CPDMX Mutual Fund (Columbia Capital Allocation Moderate Portfolio Institutional Class III) is managed by Columbia Threadneedle Investments with $8.6M in net assets. CPDMX expense ratio is 0.62%, holding 39 positions across sectors including Unknown, Other. Inception date: 2013-06-13.

CPDMX performance shows a YTD return of 7.04%. The 1-year return is 16.21% and the 5-year return is 6.18%. CPDMX dividend yield stands at 5.83%, paid quarterly.

CPDMX top holdings include Columbia Bond Fund (20.7%), Columbia Overseas Core-inst3 (10.2%), Columbia Contrarian Core Fund (9.9%), Columbia Select Large Cap Equity Fund (9.9%), Columbia Cornerstone Growth Fund (9.2%). View all CPDMX holdings, sector breakdown, or dividend history.

CPDMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CPDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.