CCAZX Mutual Fund

CCAZX Mutual Fund (Columbia Strategic California Municipal Income Fund Class I) is managed by Columbia Threadneedle Investments with $94.7M in net assets. CCAZX expense ratio is 0.54%, holding 153 positions across sectors including Financials, Health Care, Utilities. Inception date: 2005-09-19.

CCAZX performance shows a YTD return of 0.49%. The 1-year return is 5.45% and the 5-year return is -0.29%. CCAZX dividend yield stands at 3.92%, paid monthly.

CCAZX top holdings include Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01 (2.4%), Puerto Rico Sales Tax Fing Corp Sales Tax Revenue (1.8%), Inland Valley Development Agency 5.0% 09-01-44 5 2044-09-01 (1.6%), California Stwd Cmntys Dev Auth Revenue (1.5%), Manteca Unified School District (1.5%). Go to all CCAZX holdings, CCAZX sectors, or CCAZX dividends.

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