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Columbia Real Estate Equity Fund Class I: (MF: CREEX)
(NASDAQ Mutual Funds) As of Oct 2, 2024 08:00 PM ET
$11.22 USD
-0.05 (-0.44%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in April 1994 and is managed by Columbia Management Advisors, Inc. The fund seeks capital appreciation and above-average income. The fund invests at least 80% of its assets in stocks of companies principally engaged in the real estate industry, including real estate investment trusts (REITs). The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Real Estate Equity Instl | CREEX | NA | NA | 0.00 | 0.00 | 0.75 | 0.96 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Real Estate Equity Z | CREEX | 11.22 | 4/1/1994 | 1.63 | 22.95 | 2.23 | 6.36 |
| Columbia Real Estate Equity A | CREAX | 11.21 | 11/1/2002 | 1.53 | 22.67 | 1.99 | 6.11 |
| Columbia Real Estate Equity R5 | CRRVX | 11.19 | 3/7/2011 | 1.68 | 23.06 | 2.34 | 6.42 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Real Estate Equity Instl | CREEX | 0 | 0 | 0 | S |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |