ALDAX Mutual Fund

ALDAX Mutual Fund (Columbia Select Short Corporate Income Fund Class A) is managed by Columbia Threadneedle Investments with $118.2M in net assets. ALDAX expense ratio is 0.68%, holding 99 positions across sectors including Consumer Staples, Industrials, Utilities. Inception date: 2003-06-19.

ALDAX performance shows a YTD return of 0.51%. The 1-year return is 2.97% and the 5-year return is 1.90%. ALDAX dividend yield stands at 3.56%, paid monthly.

ALDAX top holdings include Columbia Short Term Cash Fund (7.5%), Jpmorgan Chase & Co 4.622 4/23/2032 (3.3%), Principal Lfe Glb Fnd Ii Regd 144A P/P 4.95000000 (3.2%), U.S. Treasury Note, 3.50%, Due 03/15/2029 (3.1%), Bacardi-M 5.55% 02/01/30 (2.8%). Go to all ALDAX holdings, ALDAX sectors, or ALDAX dividends.

ALDAX can be compared against other funds. Use ALDAX overlap to find shared positions, or ALDAX vs another fund for a side-by-side view. ALDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.