About CRRVX
Columbia Real Estate Equity Fund Institutional 2 Class is an open-end equity mutual fund that invests primarily in the U.S. real estate sector. The fund seeks to provide both capital appreciation and above-average income by allocating at least 80% of its net assets to equity securities of companies principally engaged in the real estate industry, including equity real estate investment trusts (REITs), mortgage REITs, hybrid REITs, and real estate operating companies. Leveraging both direct investments and derivatives, it adopts a flexible approach that includes both growth and value stocks across a range of market capitalizations. The portfolio is managed using fundamental analysis and may employ long/short strategies and swaps for portfolio construction. The fund typically holds a focused portfolio, with its top ten holdings accounting for a significant portion of assets, and uses the FTSE Nareit Equity REITs Index as a benchmark. Notable holdings often include major names in commercial, residential, and specialized REITs, reflecting key trends and shifts within the real estate market. Since its inception in 1994, the fund has played a specialized role in providing targeted exposure to the real estate segment of the U.S. equity market, serving institutional investors seeking sector-specific diversification and income potential.
Fund Family Columbia Threadneedle
Category Real Estate
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CRRVX
Share Class Institutional 2 Class
Index FTSE NAREIT Equity REITS TR
CRRVX had a total return of 16.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.61%.
