CEPRX Mutual Fund
CEPRX Mutual Fund
Columbia Income Opportunities Fund Class Institutional 2
CEPRX Mutual Fund Overview
CEPRX Mutual Fund (Columbia Income Opportunities Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $77.2M in net assets. CEPRX expense ratio is 0.64%, holding 477 positions across sectors including Financials, Other, Communication Services. Inception date: 2012-11-08.
CEPRX performance shows a YTD return of 1.95%. The 1-year return is 5.41% and the 5-year return is 3.68%. CEPRX dividend yield stands at 6.07%, paid monthly.
CEPRX top holdings include Romania 6.625% 02/17/28 (3.0%), Columbia Short Duration High Yield Etf (1.4%), Hub International Ltd 7.25% 15Jun2030 (0.7%), Picard Midco Inc 144A 6.5% Mar 31, 2029 (0.6%), Cco Hldgs Llc/Cap Corp (0.6%). View all CEPRX holdings, sector breakdown, or dividend history.
CEPRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CEPRX alternatives are available via the screener, along with tax-loss harvesting opportunities.