Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class

Frequently Asked Questions About CPDIX

What does CPDIX invest in?

This fund operates as a "fund of funds," striving to achieve its financial objectives primarily by allocating capital under typical market conditions to a diverse selection of constituent funds. These underlying portfolios are those for which the Investment Manager or an associated firm functions as the investment advisor or principal underwriter. Furthermore, the fund holds the flexibility to deploy up to 20% of its net assets into a wider range of alternative investments, such as externally managed (unaffiliated) funds, exchange-traded funds (ETFs), individual equity securities, debt instruments, and various derivative contracts.

What is the expense ratio of CPDIX?

Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) charges an expense ratio of 0.71%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CPDIX?

Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) manages $1.46B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CPDIX actively managed or an index fund?

CPDIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CPDIX launched?

Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) launched in June 2013 and is managed by the fund issuer.

How has CPDIX performed?

CPDIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.