CCTRX Mutual Fund (Columbia Small Cap Value and Inflection Fund Class R) is managed by Columbia Threadneedle Investments with $2.9M in net assets. CCTRX expense ratio is 1.46%, holding 100 positions across sectors including Unknown, Industrials, Consumer Discretionary. Inception date: 2006-01-23.

CCTRX performance shows a YTD return of 23.11%. The 1-year return is 52.90% and the 5-year return is 10.09%. CCTRX dividend yield stands at 6.20%, paid semi-annually.

CCTRX top holdings include Phillips Edison & Company Inc. (2.1%), Bankunited Inc Common (1.8%), California Resources Corp (1.8%), Stonex Group Inc.[Snex] (1.7%), Essent Group Ltd (1.7%). View all CCTRX holdings, sector breakdown, or dividend history.

CCTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.