CREEX Mutual Fund

CREEX Mutual Fund (Columbia Real Estate Equity Fund Class I) is managed by Columbia Threadneedle Investments with $61.0M in net assets. CREEX expense ratio is 0.94%, holding 78 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 1994-04-04.

CREEX performance shows a YTD return of 10.28%. The 1-year return is 9.22% and the 5-year return is 3.68%. CREEX dividend yield stands at 1.17%.

CREEX top holdings include Welltower, Inc. (13.2%), Prologis Inc (11.2%), Equinix Inc. Real Estate Investment Trust (10.8%), Simon Property Group Inc (5.1%), Vivmark Residential (4.7%). Go to all CREEX holdings, CREEX sectors, or CREEX dividends.

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