CRRRX Mutual Fund

CRRRX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $70.7M in net assets. CRRRX expense ratio is 0.80%, holding 102 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-11-08.

CRRRX performance shows a YTD return of 24.45%. The 1-year return is 38.65% and the 5-year return is 10.39%. CRRRX dividend yield stands at 14.19%, paid semi-annually.

CRRRX top holdings include Phillips Edison & Company Inc. (2.0%), Amneal Pharmaceuticals Inc Com Stk Cl A (2.0%), Fulton Financial Corp (1.7%), Associated Banc-Corp (1.7%), Essent Group Ltd. (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.