CARYX Mutual Fund

CARYX Mutual Fund (Columbia Adaptive Risk Allocation Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $23.4M in net assets. CARYX expense ratio is 0.77%, holding 352 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2014-10-01.

CARYX performance shows a YTD return of 7.87%. The 1-year return is 15.68% and the 5-year return is 4.82%. CARYX dividend yield stands at 2.68%, paid annually.

CARYX top holdings include Columbia Short Term Cash Fund (41.5%), Columbia Commodity Strategy Fund (8.6%), Treasury Note (Otr) 3.38% May 15, 2033 (4.1%), S&P500 Emini Jun 26 (2.9%), Mex Bonos Desarr Fix Rt 8% 21Feb2036 (2.1%). Go to all CARYX holdings, CARYX sectors, or CARYX dividends.

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