CRRYX Mutual Fund
CRRYX Mutual Fund
Columbia Small Cap Value and Inflection Fund Institutional Class III
CRRYX Mutual Fund Overview
CRRYX Mutual Fund (Columbia Small Cap Value and Inflection Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $484.3M in net assets. CRRYX expense ratio is 0.77%, holding 100 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2012-11-08.
CRRYX performance shows a YTD return of 23.59%. The 1-year return is 39.49% and the 5-year return is 10.24%. CRRYX dividend yield stands at 14.20%, paid semi-annually.
CRRYX top holdings include Phillips Edison & Co Inc (2.1%), Bankunited Inc Common (1.8%), California Resou (1.8%), Stonex Group Inc (1.7%), Essent Group Ltd. (1.7%). View all CRRYX holdings, sector breakdown, or dividend history.
CRRYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CRRYX alternatives are available via the screener, along with tax-loss harvesting opportunities.