CBLVX Mutual Fund
CBLVX Mutual Fund
CBLVX Mutual Fund
CrossingBridge Low Duration High Income Fund Retail Class
CBLVX Mutual Fund Overview
CBLVX Mutual Fund (CrossingBridge Low Duration High Income Fund Retail Class) is managed by CrossingBridge Advisers, LLC with $4.0M in net assets. CBLVX expense ratio is 1.11%, holding 171 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2024-10-31.
CBLVX performance shows a YTD return of 2.35%. The 1-year return is 4.36% and the 5-year return is 5.04%. CBLVX dividend yield stands at 6.05%, paid monthly.
CBLVX top holdings include First Am Treas Obli-X (5.1%), Cmg Media Corp 8.04992 06/18/2029 (2.8%), Grubhub Holdings Inc (2.7%), Compass Group Diversified Holdings (2.0%), Crown Castle, Inc. (2.0%). Go to all CBLVX holdings, CBLVX sectors, or CBLVX dividends.
CBLVX can be compared against other funds. Use CBLVX overlap to find shared positions, or CBLVX vs another fund for a side-by-side view. CBLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.