Morningstar

Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class CPDIX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.07  /  −0.99 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.070%
  • 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 1.91%
  • Turnover 19%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CPDIX

Will CPDIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CPDIX 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 CPDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An efficient approach to measured tactical tilts.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Experienced contributors build Columbia’s Capital Allocation target-risk series’ broadly diversified portfolios. Opportunistic tilts over time have delivered mixed results.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CPDIX

More CPDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Contrarian Core Inst3

15.73 232M
—

Columbia Cornerstone Equity Inst 3

15.05 222M
—

Columbia Cornerstone Growth Inst 3

14.65 216M
—

Columbia Intrinsic Value Institutional 3

13.13 194M
—

Columbia Overseas Core Institutional 3

13.05 192M
—

Columbia Core Bond ETF

4.60 68M
—

Columbia Res Enh Emerging Econ ETF

4.39 65M
—

FNZDUSD20260708BCAP Purchased

4.03 59M
Derivative

MSCI Emerging Markets Index Future June 26

3.38 50M
—

Columbia Emerging Markets Inst3

3.32 49M
—

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