CCTRX Mutual Fund

CCTRX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class R) is managed by Columbia Threadneedle Investments with $3.0M in net assets. CCTRX expense ratio is 1.45%, holding 102 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-01-23.

CCTRX performance shows a YTD return of 23.97%. The 1-year return is 37.83% and the 5-year return is 9.68%. CCTRX dividend yield stands at 6.15%, paid semi-annually.

CCTRX top holdings include Phillips Edison & Company Inc. (2.0%), Amneal Pharmaceuticals Inc. (2.0%), Fulton Financial Corp (1.7%), Associated Banc-Corp (1.7%), Essent Group Ltd (1.7%). Go to all CCTRX holdings, CCTRX sectors, or CCTRX dividends.

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