CLREX Mutual Fund

CLREX Mutual Fund (Columbia Balanced Fund Class I2) is managed by Columbia Threadneedle Investments with $598.1M in net assets. CLREX expense ratio is 0.62%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2011-03-07.

CLREX performance shows a YTD return of 5.96%. The 1-year return is 11.87% and the 5-year return is 7.68%. CLREX dividend yield stands at 6.21%, paid quarterly.

CLREX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp (3.6%), Sparta Us Holdco Llc 6.957% 08/02/2030 (3.5%), Ishares Core Msci Eafe ETF (2.9%). 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.