CADRX Mutual Fund
CADRX Mutual Fund
Columbia Large Cap Growth Opportunity Fund Class Institutional 2

CADRX Mutual Fund Overview
CADRX Mutual Fund (Columbia Large Cap Growth Opportunity Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $32.2M in net assets. CADRX expense ratio is 0.74%, holding 42 positions across sectors including Information Technology, Consumer Discretionary, Unknown. Inception date: 2013-12-11.
CADRX performance shows a YTD return of 2.29%. The 1-year return is 19.59% and the 5-year return is 14.24%. CADRX dividend yield stands at 5.26%, paid semi-annually.
CADRX top holdings include Nvidia Corp. (13.9%), Microsoft Corp (10.4%), Apple, Inc (7.0%), Alphabet Inc Common Stock USD 0.001 (7.0%), Amazon.Com Inc (6.1%). View all CADRX holdings, sector breakdown, or dividend history.
CADRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CADRX alternatives are available via the screener, along with tax-loss harvesting opportunities.