CLEYX Mutual Fund
CLEYX Mutual Fund
Columbia Cornerstone Equity Fund Institutional Class III
CLEYX Mutual Fund Overview
CLEYX Mutual Fund (Columbia Cornerstone Equity Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $656.7M in net assets. CLEYX expense ratio is 0.55%, holding 58 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2017-03-01.
CLEYX performance shows a YTD return of 3.03%. The 1-year return is 14.80% and the 5-year return is 11.04%. CLEYX dividend yield stands at 6.69%, paid semi-annually.
CLEYX top holdings include Nvidia Corp (7.8%), Alphabet Inc series C (6.7%), Microsoft Corp 4.100 Feb 06 37 (6.1%), Apple Inc (5.1%), Amazon.Com Inc (4.6%). View all CLEYX holdings, sector breakdown, or dividend history.
CLEYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLEYX alternatives are available via the screener, along with tax-loss harvesting opportunities.