Experienced contributors build Columbia’s Capital Allocation target-risk series’ broadly diversified portfolios. Opportunistic tilts over time have delivered mixed results.
Columbia Capital Allocation Aggressive Portfolio Institutional Class CPAZX
- NAV / 1-Day Return 15.08 / +0.33 %
- Total Assets 1.5B
-
Adj. Expense Ratio
0.770%
- Expense Ratio 0.130%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.56%
- Turnover 19%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CPAZX
Will CPAZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CPAZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CPAZX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 79.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Columbia Contrarian Core Inst3 | 15.49 | 220M | — |
Columbia Cornerstone Equity Inst 3 | 14.86 | 212M | — |
Columbia Cornerstone Growth Inst 3 | 14.05 | 200M | — |
Columbia Overseas Core Institutional 3 | 13.33 | 190M | — |
Columbia Intrinsic Value Institutional 3 | 13.18 | 188M | — |
Columbia Res Enh Emerging Econ ETF | 4.07 | 58M | — |
Columbia Core Bond ETF | 3.93 | 56M | — |
Columbia Select Corporate Income Inst 3 | 3.43 | 49M | — |
Columbia Emerging Markets Inst3 | 3.34 | 47M | — |
Columbia Quality Income Inst3 | 3.30 | 47M | — |
United States