CARYX Mutual Fund
CARYX Mutual Fund
Columbia Adaptive Risk Allocation Fund Institutional Class III
CARYX Mutual Fund Overview
CARYX Mutual Fund (Columbia Adaptive Risk Allocation Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $23.4M in net assets. CARYX expense ratio is 0.77%, holding 395 positions across sectors including Other, Unknown, Financials. Inception date: 2014-10-01.
CARYX performance shows a YTD return of 7.50%. The 1-year return is 16.95% and the 5-year return is 5.34%. CARYX dividend yield stands at 2.66%, paid annually.
CARYX top holdings include Ois Payfix USD 2.9405% 04-28-23/04-28-53 Lch (34.2%), Columbia Commodity Strategy Fund (12.9%), Treasury Note (Otr) 3.38% May 15, 2033 (4.3%), United States Treasury Note/Bondus Treasury N/B (1.9%), Canada (Government Of) 06/01/2034 3% (1.1%). View all CARYX holdings, sector breakdown, or dividend history.
CARYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CARYX alternatives are available via the screener, along with tax-loss harvesting opportunities.