CRRVX Mutual Fund

CRRVX Mutual Fund (Columbia Real Estate Equity Fund Class I2) is managed by Columbia Threadneedle Investments with $1.9M in net assets. CRRVX expense ratio is 0.85%, holding 81 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2011-03-07.

CRRVX performance shows a YTD return of 20.13%. The 1-year return is 24.59% and the 5-year return is 4.80%. CRRVX dividend yield stands at 5.72%, paid semi-annually.

CRRVX top holdings include Welltower, Inc. (12.2%), Prologis Inc (10.0%), Equinix Inc. Real Estate Investment Trust (9.3%), Simon Property Group Inc (3.5%), Digital Realty Trust Inc. (3.4%). Go to all CRRVX holdings, CRRVX sectors, or CRRVX dividends.

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