CIOZX Mutual Fund

CIOZX Mutual Fund (Columbia Income Opportunities Fund Class Institutional) is managed by Columbia Threadneedle Investments with $273.8M in net assets. CIOZX expense ratio is 0.71%, holding 477 positions across sectors including Financials, Communication Services, Energy. Inception date: 2010-09-27.

CIOZX performance shows a YTD return of 1.62%. The 1-year return is 4.65% and the 5-year return is 3.53%. CIOZX dividend yield stands at 5.62%, paid monthly.

CIOZX 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%), Cco Holdings Llc / Cco Holdings Capital Corp (0.6%). Go to all CIOZX holdings, CIOZX sectors, or CIOZX dividends.

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