CLMAX Mutual Fund
CLMAX Mutual Fund
CLMAX Mutual Fund
Columbia Mortgage Opportunities Fund Class A
CLMAX Mutual Fund Overview
CLMAX Mutual Fund (Columbia Mortgage Opportunities Fund Class A) is managed by Columbia Threadneedle Investments with $85.6M in net assets. CLMAX expense ratio is 0.99%, holding 482 positions across sectors including Financials. Inception date: 2014-04-30.
CLMAX performance shows a YTD return of -0.99%. The 1-year return is -0.27% and the 5-year return is 0.39%. CLMAX dividend yield stands at 5.20%, paid monthly.
CLMAX top holdings include Fannie Mae Or Freddie Mac 6 (18.2%), Fannie Mae Or Freddie Mac 4.5 (17.3%), Fannie Mae Or Freddie Mac 4 (15.2%), Fncl 5 9/25 Mtge (9.6%), Ginnie Mae (8.6%). Go to all CLMAX holdings, CLMAX sectors, or CLMAX dividends.
CLMAX can be compared against other funds. Use CLMAX overlap to find shared positions, or CLMAX vs another fund for a side-by-side view. CLMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.