CATYX Mutual Fund

CATYX Mutual Fund (Columbia Strategic Municipal Income Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $71.0M in net assets. CATYX expense ratio is 0.44%, holding 463 positions across sectors including Financials, Industrials, Utilities. Inception date: 2017-03-01.

CATYX performance shows a YTD return of 1.39%. The 1-year return is 7.95% and the 5-year return is 0.11%. CATYX dividend yield stands at 3.84%, paid monthly.

CATYX top holdings include Blackrock Liquidity Funds Municash Portfolio, Institutional Shares (2.1%), Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 (1.5%), New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds (1.1%), Prcutl 5.000 07/01/47 (1.0%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.0%). Go to all CATYX holdings, CATYX sectors, or CATYX dividends.

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