CCERX Mutual Fund

CCERX Mutual Fund (Columbia Large Cap Enhanced Core Fund Class R) is managed by Columbia Threadneedle Investments with $90.2M in net assets. CCERX expense ratio is 1.08%, holding 101 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2006-01-23.

CCERX performance shows a YTD return of 8.68%. The 1-year return is 19.64% and the 5-year return is 12.41%. CCERX dividend yield stands at 15.35%, paid semi-annually.

CCERX top holdings include Nvidia Corp. (8.0%), Apple, Inc (6.6%), Alphabet Inc Common Stock USD 0.001 (5.7%), Microsoft Corp (4.5%), Amazon.Com Inc (3.2%). Go to all CCERX holdings, CCERX sectors, or CCERX dividends.

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