CBRDX Mutual Fund

CBRDX Mutual Fund (CrossingBridge Responsible Credit Fund (Inst)) is managed by CrossingBridge with $35.7M in net assets. CBRDX expense ratio is 0.90%, holding 80 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2021-06-30.

CBRDX performance shows a YTD return of 1.12%. The 1-year return is 1.81% and the 5-year return is 4.55%. CBRDX dividend yield stands at 6.22%, paid monthly.

CBRDX top holdings include First Am Treas Obli-X (5.4%), Photo Holdings Llc 12% (3.4%), Dell International Llc / Emc Corp 4.9% 01Oct2026 (3.4%), FORMYCON AG (3.3%), Stockwik AB 9.24% 10/15/2028 (2.7%). Go to all CBRDX holdings, CBRDX sectors, or CBRDX dividends.

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