CEPRX Mutual Fund

CEPRX Mutual Fund (Columbia Income Opportunities Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $77.5M in net assets. CEPRX expense ratio is 0.64%, holding 477 positions across sectors including Financials, Communication Services, Energy. Inception date: 2012-11-08.

CEPRX performance shows a YTD return of 1.65%. The 1-year return is 4.83% and the 5-year return is 3.60%. CEPRX dividend yield stands at 5.65%, paid monthly.

CEPRX top holdings include Columbia Short Term Cash Fund (3.0%), Columbia Short Duration High Yield Etf (1.4%), Hub International Ltd Sr Secured 144A 06/30 7.25 (0.7%), Picard Midco Inc 6.5% 31Mar2029 (0.6%), Hudbay Minerals Inc Regd 144a P/p 6.12500000 (0.6%). Go to all CEPRX holdings, CEPRX sectors, or CEPRX dividends.

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