Commodity Return Strategy PortfolioCCRSX

MUTUAL FUNDUBS Asset Management
Type
Mutual fund
Peer group
Taxable bond
Net assets
$811.3M
Expense ratio
1.05%
1-year return
+29.6%
3 years, a year
+12.6%
5 years, a year
+13.4%
Holdings
98

What it aims to do.

The portfolio seeks total return.

Top 10 holdings.

Holding% of fund
Royal Bank Of Canada5.97%
United States Treasury5.80%
United States Treasury5.50%
United States Treasury5.33%
Bank Of Montreal5.25%
United States Treasury4.84%
United States Treasury4.32%
United States Treasury4.12%
United States Treasury4.07%
United States Treasury2.98%

More on CCRSX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.