CLIRX Mutual Fund

CLIRX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class R) is managed by Columbia Threadneedle Investments with $240,566.47 in net assets. CLIRX expense ratio is 1.18%, holding 40 positions across various sectors. Inception date: 2006-01-23.

CLIRX performance shows a YTD return of 5.66%. The 1-year return is 9.65% and the 5-year return is -0.98%. CLIRX dividend yield stands at 4.62%, paid quarterly.

CLIRX top holdings include Columbia Bond Fund (23.5%), Columbia Select Corporate Income Fund (10.4%), Columbia Select Large Cap Equity Fund (7.5%), Columbia Contrarian Core Fund (7.4%), Columbia Disciplined Core Fund (7.3%). Go to all CLIRX holdings, CLIRX sectors, or CLIRX dividends.

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