CHBRX Mutual Fund

CHBRX Mutual Fund (Columbia High Yield Bond Fund Class R) is managed by Columbia Threadneedle Investments with $16.6M in net assets. CHBRX expense ratio is 1.23%, holding 490 positions across sectors including Financials, Communication Services, Energy. Inception date: 2006-12-11.

CHBRX performance shows a YTD return of 1.48%. The 1-year return is 4.41% and the 5-year return is 3.06%. CHBRX dividend yield stands at 5.25%, paid monthly.

CHBRX top holdings include New York City Municipal Water Fina (2.2%), Columbia Us Hy Etf (2.0%), Condor Merger 7.375% 02/15/30 (0.8%), Nextera Energy Partners 2.500 06/15/2026 (0.7%), Sv Rno Property Owner 1 Sr Secured 144A 03/31 5.875 (0.7%). Go to all CHBRX holdings, CHBRX sectors, or CHBRX dividends.

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