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 228 positions across sectors including Industrials, Real Estate, Financials. 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 11.95%. CUURX dividend yield stands at 12.42%, paid semi-annually.

CUURX top holdings include Littelfuse Inc (1.2%), Knight-Swift Transportation Holdings Inc (1.1%), Meritage Homes Corp Common Stock Usd 0.01 (1.1%), National Fuel Gas Company (1.0%), Arcbest Corp. (1.0%). 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.