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, Utilities, Industrials. 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 12.74%. CADLX dividend yield stands at 2.36%, paid annually.

CADLX top holdings include Omega Healthcare Investors, Inc. 3.25% (41.5%), Texas State University System 5 03/15/2033 (1.8%), Ford Credit Floorplan Master Owner Trust A Ser 2023-1 Cl A1 Regd 144A P/P 4.92000000 (0.9%), Ford Credit Auto Lease Trust 2 Fordl 2025 A A3 4.72 06/15/2028 (0.8%), Sbalt 2024-A A4 (0.8%). 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.