CLEYX Mutual Fund

CLEYX Mutual Fund (Columbia Cornerstone Equity Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $666.1M in net assets. CLEYX expense ratio is 0.53%, holding 59 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2017-03-01.

CLEYX performance shows a YTD return of 11.53%. The 1-year return is 18.12% and the 5-year return is 11.70%. CLEYX dividend yield stands at 6.50%, paid semi-annually.

CLEYX top holdings include Nvidia Corp (9.2%), Apple, Inc (6.0%), Microsoft Corp (5.1%), Alphabet Inc. C (4.9%), Amazon.Com Inc (3.9%). Go to all CLEYX holdings, CLEYX sectors, or CLEYX dividends.

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