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Columbia Real Estate Equity Inst2 (CRRVX)

9.83
+0.12
+(1.24%)
At close: 8:00:26 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Group
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

Fund Overview

Category Real Estate
Fund Family Columbia Threadneedle
Net Assets 157.97M
YTD Return -2.15%
Yield 3.45%
Morningstar Rating
Inception Date Oct 02, 2024

Performance & Risk

YTD Return -0.72%
5y Average Return 10.74%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

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