CLREX Mutual Fund

CLREX Mutual Fund (Columbia Balanced Fund Class I2) is managed by Columbia Threadneedle Investments with $578.0M in net assets. CLREX expense ratio is 0.62%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2011-03-07.

CLREX performance shows a YTD return of 5.78%. The 1-year return is 14.02% and the 5-year return is 7.98%. CLREX dividend yield stands at 6.22%, paid quarterly.

CLREX top holdings include Nvidia Corp (4.8%), Apple Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Sparta Us Holdco Llc 6.957% 08/02/2030 (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CLREX holdings, sector breakdown, or dividend history.

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