CLEYX Mutual Fund

CLEYX Mutual Fund (Columbia Cornerstone Equity Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $688.3M 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 9.04%. The 1-year return is 16.68% and the 5-year return is 11.86%. CLEYX dividend yield stands at 6.66%, paid semi-annually.

CLEYX 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 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.