CUURX Mutual Fund (Columbia Small Cap Value Discovery Fund Class Inst2) is managed by Columbia Threadneedle Investments with $244.7M in net assets. CUURX expense ratio is 0.85%, holding 234 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2012-11-08.

CUURX performance shows a YTD return of 18.89%. The 1-year return is 39.80% and the 5-year return is 12.20%. CUURX dividend yield stands at 12.50%, paid semi-annually.

CUURX top holdings include Jbt Marel (1.3%), Moog Inccommon Stock (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products (1.2%), Meritage Corporation (1.2%). View all CUURX holdings, sector breakdown, or dividend history.

CUURX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CUURX alternatives are available via the screener, along with tax-loss harvesting opportunities.