CREHX Mutual Fund

CREHX Mutual Fund

NAV$10.05
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Fund Essentials - as of Aug 31, 2026

Net Assets
$14M
Expense Ratio
0.94%
Dividend Yield (Current)
1.17%
Holdings
78
Inception Date
Oct 2, 2024
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+10.28%
1 Year+9.22%
3 Year+11.06%
5 Year+4.73%
10 Year+5.77%

Asset Allocation

Stocks: 97.35%
Cash: 0.30%
Other: 2.34%
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Top Holdings

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TickerNameWeight
WELLWelltower, Inc.13.22%
PLDPrologis Inc11.15%
EQIXEquinix Inc. Real Estate Investment Trust10.80%
SPGSimon Property Group Inc5.06%
EQRVivmark Residential4.71%
Top 10 Concentration: 58.59%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.17%

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CREHX Mutual Fund Overview

CREHX Mutual Fund (Columbia Real Estate Equity Fund Class S) is managed by Columbia Threadneedle Investments with $14.3M in net assets. CREHX expense ratio is 0.94%, holding 78 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2024-10-02.

CREHX performance shows a YTD return of 10.28%. The 1-year return is 9.22% and the 5-year return is 4.73%. CREHX dividend yield stands at 1.17%.

CREHX 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 CREHX holdings, CREHX sectors, or CREHX dividends.

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