CLCRX Mutual Fund

CLCRX Mutual Fund (Columbia Cornerstone Equity Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $180.4M in net assets. CLCRX expense ratio is 0.58%, holding 59 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-11-08.

CLCRX performance shows a YTD return of 9.03%. The 1-year return is 16.64% and the 5-year return is 11.80%. CLCRX dividend yield stands at 6.16%, paid semi-annually.

CLCRX top holdings include Nvidia Corp. (9.0%), Apple, Inc (6.3%), Alphabet Inc. C (5.5%), Microsoft Corp (4.5%), Broadcom Inc (4.4%). Go to all CLCRX holdings, CLCRX sectors, or CLCRX dividends.

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