CUURX Mutual Fund

CUURX Mutual Fund (Columbia Small Cap Value Discovery Fund Class Inst2) is managed by Columbia Threadneedle Investments with $244.7M in net assets. CUURX expense ratio is 0.85%, holding 234 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2012-11-08.

CUURX performance shows a YTD return of 19.63%. The 1-year return is 38.40% and the 5-year return is 12.95%. CUURX dividend yield stands at 12.42%, paid semi-annually.

CUURX top holdings include Jbt Marel Corp (1.3%), Moog Inccommon Stock (1.3%), National Fuel Gas Co (1.3%), Universal Forest Products Inc (1.2%), Meritage Homes Corp (1.2%). Go to all CUURX holdings, CUURX sectors, or CUURX dividends.

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