Columbia Real Estate Fund Quote
CREYX Fund | USD 9.87 0.16 1.65% |
PerformanceModest
| Odds Of DistressLow
|
Columbia Real is trading at 9.87 as of the 23rd of July 2025; that is 1.65% up since the beginning of the trading day. The fund's open price was 9.71. Columbia Real has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified. More on Columbia Real Estate
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
Thematic Idea | Realty Funds (View all Themes) |
Fund Concentration | Columbia Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Columbia, Large, Real Estate (View all Sectors) |
Update Date | 30th of June 2025 |
Columbia Real Estate [CREYX] is traded in USA and was established 23rd of July 2025. Columbia Real is listed under Columbia category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Columbia family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 321.38 M in assets under management (AUM) with no minimum investment requirementsColumbia Real Estate is currently producing year-to-date (YTD) return of 0.6% with the current yeild of 0.03%, while the total return for the last 3 years was 6.38%.
Check Columbia Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Real Estate Mutual Fund Constituents
SLG | SL Green Realty | Stock | Real Estate | |
ESS | Essex Property Trust | Stock | Real Estate | |
FRT | Federal Realty Investment | Stock | Real Estate | |
WELL | Welltower | Stock | Real Estate | |
PLD | Prologis | Stock | Real Estate | |
MPW | Medical Properties Trust | Stock | Real Estate | |
INVH | Invitation Homes | Stock | Real Estate | |
GLPI | Gaming Leisure Properties | Stock | Real Estate |
Columbia Real Estate Risk Profiles
Mean Deviation | 0.6554 | |||
Semi Deviation | 0.9099 | |||
Standard Deviation | 0.9212 | |||
Variance | 0.8486 |
Columbia Real Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Real financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Real security.
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