CATZX Mutual Fund

CATZX Mutual Fund (Columbia Strategic Municipal Income Fund Class Institutional) is managed by Columbia Threadneedle Investments with $894.9M in net assets. CATZX expense ratio is 0.50%, holding 463 positions across sectors including Financials, Industrials, Utilities. Inception date: 2010-09-27.

CATZX performance shows a YTD return of 1.35%. The 1-year return is 7.98% and the 5-year return is 0.06%. CATZX dividend yield stands at 3.78%, paid monthly.

CATZX 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 CATZX holdings, CATZX sectors, or CATZX dividends.

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