CUURX Mutual Fund
CUURX Mutual Fund
CUURX Mutual Fund
Columbia Small Cap Value Discovery Fund Class Inst2
CUURX Mutual Fund Overview
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 0.86%, holding 226 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2012-11-08.
CUURX performance shows a YTD return of 16.15%. The 1-year return is 21.48% and the 5-year return is 13.54%. CUURX dividend yield stands at 1.58%.
CUURX top holdings include Flagstar Financial Inc (1.4%), Terex Corp (1.3%), Essent Group Ltd (1.2%), Rayonier Inc (1.1%), Jbt Marel Corp (1.1%). 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.