CRRRX Mutual Fund

CRRRX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $65.3M in net assets. CRRRX expense ratio is 0.80%, holding 103 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-11-08.

CRRRX performance shows a YTD return of 23.27%. The 1-year return is 27.61% and the 5-year return is 8.27%. CRRRX dividend yield stands at 0.81%, paid semi-annually.

CRRRX top holdings include Phillips Edison & Company Inc. (1.9%), Essent Group Ltd (1.7%), Korn Ferry (1.7%), Insight Enterprises Inc (1.7%), Fulton Financial Corp (1.7%). Go to all CRRRX holdings, CRRRX sectors, or CRRRX dividends.

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