CUURX Mutual Fund

CUURX Mutual Fund (Columbia Small Cap Value Discovery Fund Class Inst2) is managed by Columbia Threadneedle Investments with $244.7M in net assets. CUURX expense ratio is 0.86%, holding 227 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2012-11-08.

CUURX performance shows a YTD return of 15.81%. The 1-year return is 21.91% and the 5-year return is 10.18%. CUURX dividend yield stands at 1.51%, paid semi-annually.

CUURX top holdings include Flagstar Bank NA (1.4%), Terex Corp (1.3%), Essent Group Ltd (1.2%), Rayonier Inc (1.1%), JBT Marel Corp (1.1%). Go to all CUURX holdings, CUURX sectors, or CUURX dividends.

CUURX can be compared against other funds. Use CUURX overlap to find shared positions, or CUURX vs another fund for a side-by-side view. CUURX alternatives are available via the screener, along with tax-loss harvesting opportunities.