CLIRX Mutual Fund
CLIRX Mutual Fund
Columbia Capital Allocation Moderate Conservative Portfolio Class R
CLIRX Mutual Fund Overview
CLIRX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class R) is managed by Columbia Threadneedle Investments with $237,751.73 in net assets. CLIRX expense ratio is 1.16%, holding 40 positions across sectors including Unknown, Other. Inception date: 2006-01-23.
CLIRX performance shows a YTD return of 4.79%. The 1-year return is 11.69% and the 5-year return is 4.01%. CLIRX dividend yield stands at 4.65%, paid quarterly.
CLIRX top holdings include Columbia Bond Fund (23.5%), Columbia Select Corporate Income Fund (10.4%), Columbia Select Large Cap Equity Fund (7.5%), Columbia Contrarian Core Fund (7.4%), Columbia Disciplined Core Fund (7.3%). View all CLIRX holdings, sector breakdown, or dividend history.
CLIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.