CREAX Mutual Fund
CREAX Mutual Fund
Columbia Real Estate Equity Fund Class A
CREAX Mutual Fund Overview
CREAX Mutual Fund (Columbia Real Estate Equity Fund Class A) is managed by Columbia Threadneedle Investments with $41.3M in net assets. CREAX expense ratio is 1.19%, holding 81 positions across sectors including Real Estate, Other, Industrials. Inception date: 2002-11-01.
CREAX performance shows a YTD return of 15.44%. The 1-year return is 17.53% and the 5-year return is -0.29%. CREAX dividend yield stands at 5.51%, paid semi-annually.
CREAX top holdings include Welltower Inc Health Care (12.2%), Prologis Inc (10.0%), Equinix, Inc. (9.3%), SIMON PROPERTY GROUP REIT INC (3.5%), Digital Realty Trust Inc (3.4%). View all CREAX holdings, sector breakdown, or dividend history.
CREAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CREAX alternatives are available via the screener, along with tax-loss harvesting opportunities.