Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 22.37 means the share price is 22.37 times one year of earnings per share. Beta 1.05: the stock has moved about 5% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerColumbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) trades at $14.39. Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) is a 'fund of funds' managed by Columbia Management Investment Advisers, LLC. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CPDIX: CPDIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) Financial Services Profile
Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) is a fund of funds focusing on a diversified portfolio of underlying funds, primarily those managed by Columbia Management, with a smaller allocation to external funds and other securities, targeting aggressive capital appreciation within the asset management sector.
What Is the Investment Thesis for CPDIX?
CPDIX presents a diversified investment vehicle through its 'fund of funds' structure, primarily investing in affiliated Columbia Management funds. With a beta of 1.05, the fund exhibits market-correlated volatility. A key value driver is the strategic asset allocation across various underlying funds, providing exposure to diverse asset classes and investment styles. A potential catalyst is the active management of asset allocation by Columbia Management, which aims to optimize returns based on market conditions. However, the fund's performance is subject to the performance of the underlying funds and the overall market environment. The absence of a dividend yield may deter income-seeking investors. The ability to invest up to 20% in unaffiliated funds and other securities offers flexibility but also introduces external manager risk.
Based on FMP financials and quantitative analysis
CPDIX Key Highlights
CPDIX operates as a 'fund of funds,' primarily investing in underlying funds managed by Columbia Management Investment Advisers or its affiliates.
- The fund has a market capitalization of $1.43 billion, reflecting its scale and investor base.
- CPDIX has a beta of 1.05, indicating its volatility is similar to the overall market.
- The fund has the flexibility to invest up to 20% of its net assets in unaffiliated funds, ETFs, equity securities, fixed income securities and derivative instruments.
- CPDIX does not offer a dividend yield, focusing instead on capital appreciation.
Who Are CPDIX's Competitors?
CPDIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AOCIX American Century One Choice Portfolio: Conservative Investor Class | $13.93 | +0.22% | $1.05B | — |
| AOOIX American Century One Choice 2045 Portfolio - I Class | $18.86 | +0.37% | $1.24B | — |
| ARCVX American Century One Choice 2030 Ptf Investoc Class | $12.75 | +0.24% | $1.11B | — |
| ARDVX American Century One Choice 2040 Ptf Investor Class | $14.04 | +0.36% | $1.10B | — |
| AROIX American Century One Choice 2045 Portfolio Investor Class | $18.82 | +0.37% | $1.23B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CPDIX's Key Strengths?
Diversified asset allocation across a range of underlying funds.
- Access to proprietary investment strategies and expertise within the Columbia Management network.
- Established brand and reputation of Columbia Threadneedle Investments.
- Flexibility to invest in unaffiliated funds and other securities.
What Are CPDIX's Weaknesses?
Performance is dependent on the performance of underlying funds.
- Potential for higher fees due to the 'fund of funds' structure.
- Limited control over the investment decisions of underlying fund managers.
- Lack of dividend yield may deter income-seeking investors.
What Are the Key Risks for CPDIX?
Rich valuation — a P/E of 22.37 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
- Performance is dependent on the performance of underlying funds.
- Market volatility and economic downturns.
- Changes in interest rates and inflation.
- Potential for higher fees due to the 'fund of funds' structure.
- Limited control over the investment decisions of underlying fund managers.
What Threats Does CPDIX Face?
- Market volatility and economic downturns.
- Changes in interest rates and inflation.
- Increased competition from other asset management firms.
- Regulatory changes and compliance costs.
What Are CPDIX's Competitive Advantages?
- Established brand and reputation of Columbia Threadneedle Investments.
- Access to proprietary investment strategies and expertise within the Columbia Management network.
- Diversified asset allocation across a range of underlying funds.
- Economies of scale through investments in affiliated funds.
What Does CPDIX Do?
Columbia Capital Allocation Aggressive Portfolio Institutional 3 Class (CPDIX) operates as a 'fund of funds,' primarily investing in other funds managed by Columbia Management Investment Advisers, LLC, or its affiliates. Founded on the principle of diversified asset allocation, CPDIX aims to achieve its investment objective of capital appreciation by strategically allocating its assets across a range of underlying funds. The fund's investment strategy involves selecting underlying funds that represent various asset classes, investment styles, and geographic regions. This approach allows CPDIX to provide investors with exposure to a broad spectrum of investment opportunities while mitigating risk through diversification. Under normal market conditions, the fund invests the majority of its assets in affiliated funds. However, it retains the flexibility to invest up to 20% of its net assets in other funds, including those managed by third-party advisors, as well as exchange-traded funds (ETFs), equity securities, fixed income securities, and derivative instruments. This flexibility enables the fund to adapt to changing market conditions and pursue additional investment opportunities that may enhance its overall performance. The fund is designed for investors seeking aggressive capital appreciation and are comfortable with the risks associated with investing in a diversified portfolio of underlying funds. CPDIX is part of the Columbia Threadneedle Investments family of funds.
What Products and Services Does CPDIX Offer?
- Invests primarily in a combination of underlying funds.
- Focuses on funds for which Columbia Management or an affiliate serves as investment adviser.
- May invest up to 20% of net assets in other funds, including third-party advised funds.
- Invests in exchange-traded funds (ETFs).
- Allocates to equity securities.
- Invests in fixed income securities.
- Utilizes derivative instruments.
How Does CPDIX Make Money?
- Operates as a 'fund of funds,' generating revenue through management fees charged on assets under management (AUM).
- Benefits from economies of scale by investing in affiliated funds, reducing transaction costs.
- Generates additional revenue from investments in unaffiliated funds, ETFs, and other securities.
What Industry Does CPDIX Operate In?
CPDIX operates within the asset management industry, which is characterized by a diverse range of investment products and strategies. The industry is influenced by market trends, economic conditions, and regulatory changes. CPDIX competes with other fund of funds and asset allocation strategies offered by firms like AOCIX, AOOIX, ARCVX, ARDVX, and AROIX. The fund's performance is dependent on the expertise of its investment manager and the performance of the underlying funds in which it invests. The asset management industry is experiencing growth driven by increasing investor demand for diversified investment solutions and retirement planning services.
Who Are CPDIX's Key Customers?
- Institutional investors seeking diversified asset allocation strategies.
- Retirement plans and endowments.
- High-net-worth individuals.
- Financial advisors seeking fund of fund solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -1.1%.
CPDIX Financials
Bull Case vs Bear Case
Bull Case
- Diversified asset allocation across a range of underlying funds.
- Access to proprietary investment strategies and expertise within the Columbia Management network.
- Established brand and reputation of Columbia Threadneedle Investments.
- Flexibility to invest in unaffiliated funds and other securities.
Bear Case
- Performance is dependent on the performance of underlying funds.
- Potential for higher fees due to the 'fund of funds' structure.
- Limited control over the investment decisions of underlying fund managers.
- Lack of dividend yield may deter income-seeking investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CPDIX Latest News
No recent news available for CPDIX.
CPDIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CPDIX.
Price Targets
Wall Street price target analysis for CPDIX.
CPDIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CPDIX; grades run from A+ (80-100) to F (below 30).
Common Questions About CPDIX (Financials)
What are the main risks for CPDIX?
The main risks for CPDIX include market risk, which is the possibility of losses due to fluctuations in the overall market. Credit risk exists from investing in fixed income securities. Liquidity risk arises if certain holdings cannot be easily sold.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available sources and is not a recommendation to buy or sell any security.