CATZX Mutual Fund

CATZX Mutual Fund (Columbia Strategic Municipal Income Fund Class Institutional) is managed by Columbia Threadneedle Investments with $895.5M in net assets. CATZX expense ratio is 0.50%, holding 452 positions across sectors including Financials, Industrials, Utilities. Inception date: 2010-09-27.

CATZX performance shows a YTD return of 3.37%. The 1-year return is 8.90% and the 5-year return is 0.58%. CATZX dividend yield stands at 3.69%, paid monthly.

CATZX 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%), New York Transportation Development Corp 5.5 2060-06-30 (0.8%). View all CATZX holdings, sector breakdown, or dividend history.

CATZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CATZX alternatives are available via the screener, along with tax-loss harvesting opportunities.