CCBRX Mutual Fund

CCBRX Mutual Fund (Columbia Short Term Bond Fund Institutional Class II) is managed by Columbia Threadneedle Investments with $116.7M in net assets. CCBRX expense ratio is 0.39%, holding 598 positions across sectors including Financials, Utilities, Health Care. Inception date: 2012-11-08.

CCBRX performance shows a YTD return of 1.64%. The 1-year return is 4.20% and the 5-year return is 3.07%. CCBRX dividend yield stands at 4.26%, paid monthly.

CCBRX top holdings include Hca Inc 5.95 09/15/2054 (1.6%), Vista Point Securitization Trust 2025-Ces2 A1 5.601% 25-Aug-2055, 5.60%, 08/25/55 (1.4%), Progress Residential 2025-Sfr2 Trust 3.31 2042-04-17 (1.1%), United States Treasury Bill (1.0%), Jpmorganchase 4.995% 07/22/2030 (1.0%). Go to all CCBRX holdings, CCBRX sectors, or CCBRX dividends.

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