CCAOX Mutual Fund

CCAOX Mutual Fund (Columbia Strategic California Municipal Income Fund Class C) is managed by Columbia Threadneedle Investments with $10.7M in net assets. CCAOX expense ratio is 1.24%, holding 158 positions across sectors including Financials, Utilities, Health Care. Inception date: 1997-08-01.

CCAOX performance shows a YTD return of 0.46%. The 1-year return is 6.16% and the 5-year return is -0.97%. CCAOX dividend yield stands at 2.98%, paid monthly.

CCAOX top holdings include California Community Choice Fi Ccedev 02/54 Adjustable Var 5 02-01-2054 (2.4%), Inland Valley Development Agency 5.0% 09-01-44 5 2044-09-01 (1.7%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.6%), California Stwd Cmntys Dev Auth Revenue (1.5%), Manteca Unified School District (1.5%). Go to all CCAOX holdings, CCAOX sectors, or CCAOX dividends.

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