CATSX Mutual Fund
CATSX Mutual Fund
Columbia Strategic Municipal Income Fund Class S
CATSX Mutual Fund Overview
CATSX Mutual Fund (Columbia Strategic Municipal Income Fund Class S) is managed by Columbia Threadneedle Investments with $4.8M in net assets. CATSX expense ratio is 0.50%, holding 452 positions across sectors including Financials, Industrials, Utilities. Inception date: 2024-10-02.
CATSX performance shows a YTD return of 3.37%. The 1-year return is 8.90%. CATSX dividend yield stands at 3.68%, paid monthly.
CATSX top holdings include Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 (1.4%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (1.2%), New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds (1.1%), Prcutl 5.000 07/01/47 (1.0%), Columbus Ohio Regl Arpt 5.5 01Jan50 (0.8%). View all CATSX holdings, sector breakdown, or dividend history.
CATSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CATSX alternatives are available via the screener, along with tax-loss harvesting opportunities.