CLREX Mutual Fund

CLREX Mutual Fund (Columbia Balanced Fund Class I2) is managed by Columbia Threadneedle Investments with $582.9M in net assets. CLREX expense ratio is 0.62%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2011-03-07.

CLREX performance shows a YTD return of 7.74%. The 1-year return is 12.46% and the 5-year return is 7.73%. CLREX dividend yield stands at 6.11%, paid quarterly.

CLREX top holdings include Nvidia Corp (5.5%), Microsoft Corp (4.3%), Apple, Inc (3.8%), Columbia Short Term Cash Fund (3.3%), Amazon.Com Inc Sr Unsecured 07/56 6.1 (3.1%). Go to all CLREX holdings, CLREX sectors, or CLREX dividends.

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