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Columbia Real Estate Equity C (CRECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.13+0.03 (+0.33%)
As of 08:00PM EDT. Market open.

Columbia Real Estate Equity C

Boston MA 02111

One Financial Center

Columbia Funds Series Trust I

Management information
,Lead manager since 2 July 2023
Dan Winterbottom – Assistant Portfolio Manager Dan joined Schroders in 2014 and within QEP is responsible for ensuring the effective implementation of investment strategies across client portfolios, including trade execution and fund launches. Before joining Schroders he was an Analyst with Thames River Capital for four years. Previous positions include Junior Portfolio Manager with BlueBay Asset Management and his investment career commenced in 2002. Dan holds a BSc in Mathematics from King’s College London and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryReal Estate
Fund familyColumbia Threadneedle
Net assets150.15M
YTD return-0.99%
Yield1.16%
Morningstar rating★★★★
Inception date28 Feb 2017

Fund operations

Last dividend0.19
Last cap gain26.00
Holdings turnover58.00%
Average for categoryN/A

Fees and expenses

ExpenseCRECXCategory average
Annual report expense ratio (net)0.91%1.08%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio0.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.10%
Max deferred sales loadN/A1.13%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A