CREAX – Columbia Real Estate Equity A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and above-average income. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CREHX	Columbia Real Estate Equity Fund Class S	No Load	Open			Oct 2, 2024	$14.25M	0.940%	Average	$0	−$1.45M
CREEX	Columbia Real Estate Equity Fund Institutional Class	Institutional	Open			Apr 4, 1994	$61.01M	0.940%	Above Average	$2,000	−$15.79M
CRRVX	Columbia Real Estate Equity Fund Institutional 2 Class	Institutional	Open			Mar 7, 2011	$1.67M	0.850%	Average	$0	−$176,560.65
CREYX	Columbia Real Estate Equity Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$10.45M	0.790%	Below Average	$1M	−$12.55M
CREAX	Columbia Real Estate Equity Fund Class A	Front Load	Open			Nov 1, 2002	$36.60M	1.190%	Below Average	$2,000	−$6.19M

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