CCXYX Mutual Fund

CCXYX Mutual Fund (Columbia Strategic California Municipal Income Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $15.8M in net assets. CCXYX expense ratio is 0.48%, holding 153 positions across sectors including Financials, Health Care, Utilities. Inception date: 2017-03-01.

CCXYX performance shows a YTD return of 0.51%. The 1-year return is 5.50% and the 5-year return is -0.23%. CCXYX dividend yield stands at 4.29%, paid monthly.

CCXYX 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 CCXYX holdings, CCXYX sectors, or CCXYX dividends.

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