CLIRX Mutual Fund

CLIRX Mutual Fund (Columbia Capital Allocation Moderate Conservative Portfolio Class R) is managed by Columbia Threadneedle Investments with $235,159 in net assets. CLIRX expense ratio is 1.18%, holding 40 positions across various sectors. Inception date: 2006-01-23.

CLIRX performance shows a YTD return of 3.49%. The 1-year return is 5.47% and the 5-year return is -0.98%. CLIRX dividend yield stands at 2.78%, paid quarterly.

CLIRX top holdings include Columbia Core Bond Etf (21.3%), Columbia Select Corporate Income Fund (10.0%), Columbia Contrarian Core Fund (7.6%), Columbia Discipline Core-I3 (7.6%), Columbia Cornerstone Equity Fd I3 (7.5%). Go to all CLIRX holdings, CLIRX sectors, or CLIRX dividends.

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