CBFYX Mutual Fund

CBFYX Mutual Fund (Columbia Bond Fund Class Institutional 3) is managed by Columbia Threadneedle Investments with $1.12B in net assets. CBFYX expense ratio is 0.41%, holding 451 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2009-07-15.

CBFYX performance shows a YTD return of 1.76%. The 1-year return is 6.74% and the 5-year return is 0.57%. CBFYX dividend yield stands at 4.00%, paid monthly.

CBFYX top holdings include Columbia Short Term Cash Fund (5.1%), Umbs 07/01/2040 (2.6%), Federal National Mortgage Association (Fnma) (2.1%), Fnma_25-86 (1.4%), Fnma 30yr Umbs (1.3%). Go to all CBFYX holdings, CBFYX sectors, or CBFYX dividends.

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