CLMAX Mutual Fund (Columbia Mortgage Opportunities Fund Class A) is managed by Columbia Threadneedle Investments with $91.0M in net assets. CLMAX expense ratio is 1.04%, holding 460 positions across sectors including Other. Inception date: 2014-04-30.

CLMAX performance shows a YTD return of 0.97%. The 1-year return is 5.33% and the 5-year return is 0.61%. CLMAX dividend yield stands at 5.08%, paid monthly.

CLMAX top holdings include Derwent London (18.1%), Hsbc Securities (Usa) Inc 2026-02-02 (17.6%), Umbs 30Yr Tba(Reg A) 4.00 04/13/2056 (15.5%), Illinois St 5 05/01/2031 (14.8%), Forward Foreign Currency Contract (8.7%). View all CLMAX holdings, sector breakdown, or dividend history.

CLMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.