CATYX Mutual Fund

CATYX Mutual Fund (Columbia Strategic Municipal Income Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $67.7M in net assets. CATYX expense ratio is 0.44%, holding 418 positions across sectors including Financials, Industrials, Utilities. Inception date: 2017-03-01.

CATYX performance shows a YTD return of 1.11%. The 1-year return is 6.66% and the 5-year return is 0.13%. CATYX dividend yield stands at 4.19%, paid monthly.

CATYX top holdings include Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 (1.4%), Blackrock Liquidity Municash Instl (1.2%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue (1.2%), New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds (1.1%), Puerto Rico Cmwlth Aqueduct & Regd B/E 4.00000000 (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.