CARYX Mutual Fund

CARYX Mutual Fund (Columbia Adaptive Risk Allocation Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $23.2M in net assets. CARYX expense ratio is 0.77%, holding 424 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2014-10-01.

CARYX performance shows a YTD return of 7.40%. The 1-year return is 7.90% and the 5-year return is 4.75%. CARYX dividend yield stands at 2.69%, paid annually.

CARYX top holdings include Columbia Short Term Cash Fund (36.0%), Columbia Commodity Strategy Fund (11.3%), Treasury Note (Otr) 3.38% May 15, 2033 (4.0%), Mex Bonos Desarr Fix Rt 8% 21Feb2036 (2.1%), United States Treasury Note/Bondus Treasury N/B (1.8%). 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.