Columbia Capital Allocation Agrsv Inst3 (CPDIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash-0.70%
Stocks83.63%
Bonds16.87%
Others0.00%
Preferred0.00%
Convertible0.19%
Sector weightings (%)
Sector(s)CPDIX
Basic materials2.35%
Consumer cyclical10.20%
Financial services13.61%
Property1.72%
Consumer defensive6.04%
Healthcare12.81%
Utilities1.77%
Communication services9.16%
Energy5.31%
Industrials10.96%
Technology26.06%
Equity holdings
AverageCPDIXCategory average
Price/Earnings0.0523.97
Price/book0.323.32
Price/sales0.442.32
Price/Cash flow0.0715.25
Median market cap135,252.5971,331.74
3-year earnings growth20.514.71
Bond holdings
AverageCPDIXCategory average
MaturityN/A5.41
Duration4.694.69
Credit qualityN/AN/A
Bond ratings
Sector(s)CPDIX
US government2.27%
AAA35.64%
AA2.83%
A8.27%
BBB12.47%
BB17.44%
B15.98%
Below B4.84%
Others2.52%
Top 9 holdings (92.81% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Columbia Large Cap Growth Inst3 | CGFYX | 16.24% |
| Columbia Contrarian Core Inst3 | COFYX | 14.93% |
| Columbia Select Large Cap Equity Inst3 | CLEYX | 14.76% |
| Columbia Overseas Core Institutional 3 | COSOX | 14.23% |
| Columbia Large Cap Value Inst3 | CDEYX | 11.48% |
| Columbia High Yield Bond Inst3 | CHYYX | 6.90% |
| Columbia Emerging Markets Inst3 | CEKYX | 5.91% |
| Columbia Quality Income Inst3 | CUGYX | 4.64% |
| Columbia Corporate Income Inst3 | CRIYX | 3.72% |
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