CADRX Mutual Fund
CADRX Mutual Fund
CADRX Mutual Fund
Columbia Large Cap Growth Opportunity Fund Class Institutional 2
CADRX Mutual Fund Overview
CADRX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $33.8M in net assets. CADRX expense ratio is 0.70%, holding 44 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2013-12-11.
CADRX performance shows a YTD return of 6.41%. The 1-year return is 13.07% and the 5-year return is 7.94%. CADRX dividend yield stands at 5.36%, paid semi-annually.
CADRX top holdings include Nvidia Corp. (13.9%), Microsoft Corp (8.6%), Apple, Inc (7.1%), Alphabet Inc Common Stock USD 0.001 (6.5%), Broadcom Inc (6.0%). Go to all CADRX holdings, CADRX sectors, or CADRX dividends.
CADRX can be compared against other funds. Use CADRX overlap to find shared positions, or CADRX vs another fund for a side-by-side view. CADRX alternatives are available via the screener, along with tax-loss harvesting opportunities.