CBLVX Mutual Fund (CrossingBridge Low Duration High Income Fund Retail Class) is managed by CrossingBridge Advisers, LLC with $3.9M in net assets. CBLVX expense ratio is 1.11%, holding 171 positions across sectors including Other, Financials, Communication Services. Inception date: 2024-10-31.

CBLVX performance shows a YTD return of 2.07%. The 1-year return is 4.72%. CBLVX dividend yield stands at 6.12%, paid monthly.

CBLVX top holdings include First American Treasury Obligations Fund (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%). View all CBLVX holdings, sector breakdown, or dividend history.

CBLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.