RGERX Mutual Fund

RGERX Mutual Fund (Columbia Select Global Equity Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $11.9M in net assets. RGERX expense ratio is 0.94%, holding 42 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2006-12-11.

RGERX performance shows a YTD return of 14.13%. The 1-year return is 20.99% and the 5-year return is 7.52%. RGERX dividend yield stands at 8.03%, paid annually.

RGERX top holdings include Lam Research Corp (8.1%), Nvidia Corp. (8.0%), Tsmc (7.5%), Western Digital Corp Company Guar 11/28 3 (5.7%), Alphabet Inc Common Stock USD 0.001 (5.5%). Go to all RGERX holdings, RGERX sectors, or RGERX dividends.

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