CREEX Mutual Fund

CREEX Mutual Fund (Columbia Real Estate Equity Fund Class I) is managed by Columbia Threadneedle Investments with $64.8M in net assets. CREEX expense ratio is 0.94%, holding 81 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 1994-04-04.

CREEX performance shows a YTD return of 20.07%. The 1-year return is 24.50% and the 5-year return is 4.73%. CREEX dividend yield stands at 5.58%, paid semi-annually.

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

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