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 158 positions across sectors including Financials, Utilities, Health Care. Inception date: 2005-09-19.

CCAZX performance shows a YTD return of 0.87%. The 1-year return is 6.90% and the 5-year return is -0.27%. CCAZX dividend yield stands at 3.61%, paid monthly.

CCAZX 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 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.