CADLX Mutual Fund

CADLX Mutual Fund (Columbia Commodity Strategy Fund Class I2) is managed by Columbia Threadneedle Investments with $11.9M in net assets. CADLX expense ratio is 0.76%, holding 590 positions across sectors including Financials, Industrials, Utilities. Inception date: 2014-01-08.

CADLX performance shows a YTD return of 27.77%. The 1-year return is 40.22% and the 5-year return is 12.75%. CADLX dividend yield stands at 2.25%, paid annually.

CADLX top holdings include Columbia Short Term Cash Fund (39.5%), Jdot 2024-A A3 4.96%11/15/2028 (0.8%), Hdmot 2024-A A3 5.37 2029-03-15 (0.7%), Affrm 24-B A 144A 4.62% 09-15-29/03-15-27 (0.7%), Ford Credit Auto Owner Trust 2 Fordr 2022 1 A 144A (0.7%). Go to all CADLX holdings, CADLX sectors, or CADLX dividends.

CADLX can be compared against other funds. Use CADLX overlap to find shared positions, or CADLX vs another fund for a side-by-side view. CADLX alternatives are available via the screener, along with tax-loss harvesting opportunities.