Columbia Capital Allocation Moderate Aggressive PortfolioCPHNX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.8B
Expense ratio
0.66%
1-year return
+15.9%
3 years, a year
+15.5%
5 years, a year
+7.4%
12-month yield
8.60%
Holdings
49
What it aims to do.
Columbia Capital Allocation Moderate Aggressive Portfolio (Moderate Aggressive Portfolio or the Fund) is designed for investors seeking the highest level of total return that is consistent with a moderate aggressive level of risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Core Bond ETF | 14.38% |
| Columbia Contrarian Core Fund | 12.64% |
| Columbia Select Large Cap Equity Fund | 12.41% |
| Columbia Large Cap Growth Fund | 11.90% |
| Columbia Large Cap Value Fund | 11.01% |
| Columbia Overseas Core Fund | 9.85% |
| Columbia Select Corporate Income Fund | 4.93% |
| Columbia High Yield Bond Fund | 3.33% |
| Columbia Quality Income Fund | 3.28% |
| Columbia Research Enhanced Emerging Economies ETF | 3.08% |
More on CPHNX.
- CPHNX overview
- CPHNX holdings
- CPHNX risk
- CPHNX costs
- CPHNX money in and out
- CPHNX share classes
- Compare CPHNX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.