CREAX Mutual Fund

CREAX Mutual Fund (Columbia Real Estate Equity Fund Class A) is managed by Columbia Threadneedle Investments with $39.2M in net assets. CREAX expense ratio is 1.19%, holding 81 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2002-11-01.

CREAX performance shows a YTD return of 19.83%. The 1-year return is 24.22% and the 5-year return is 4.46%. CREAX dividend yield stands at 5.39%, paid semi-annually.

CREAX top holdings include Welltower, Inc. (12.5%), Equinix Inc - Common (9.3%), Prologis Inc (9.2%), Simon Property Group Inc. Reit Com (5.3%), Essex Property Trust Inc. (3.5%). Go to all CREAX holdings, CREAX sectors, or CREAX dividends.

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