CDRTX Mutual Fund

Fund Essentials

Net Assets
$440,479.91
Expense Ratio
1.25%
Dividend Yield (Current)
49.11%
Holdings
8
Inception Date
Dec 31, 2014
Fund Family
Campbell & Company
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Cash: 78.03%
Other: 21.97%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
49.11%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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CDRTX Mutual Fund Overview

CDRTX Mutual Fund (Campbell Dynamic Trend Fund Institutional Class) is managed by Campbell & Company with $440,479.91 in net assets. CDRTX expense ratio is 1.25%, holding 8 positions across various sectors. Inception date: 2014-12-31.

CDRTX performance shows data across multiple time periods.. CDRTX dividend yield stands at 49.11%, paid annually.

CDRTX top holdings include a diversified portfolio. View all CDRTX holdings, sector breakdown, or dividend history.

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