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Columbia Fds Srs Tr I, Real Estate Equity Fund Inc Class A: (MF: CREAX)
(NASDAQ Mutual Funds) As of Nov 4, 2024 08:00 PM ET
$10.99 USD
+0.12 (1.10%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in April 1994 and is managed by Columbia Management Advisors, Inc. The fund seeks capital appreciation and above-average income. The fund invests at least 80% of its assets in stocks of companies principally engaged in the real estate industry, including real estate investment trusts (REITs). The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Real Estate Equity A | CREAX | 5.75 | NA | 0.00 | 0.25 | 0.75 | 1.21 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Real Estate Equity Z | CREEX | 11.28 | 4/1/1994 | 0.98 | 34.61 | 5.50 | 6.46 |
| Columbia Real Estate Equity A | CREAX | 10.99 | 11/1/2002 | 0.94 | 34.33 | 5.25 | 6.21 |
| Columbia Real Estate Equity R5 | CRRVX | 11.21 | 3/7/2011 | 1.01 | 34.77 | 5.61 | 6.51 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Real Estate Equity A | CREAX | 2000 | 0 | 1000 | S |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |