CLMAX Mutual Fund

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 510 positions across sectors including Financials. Inception date: 2014-04-30.

CLMAX performance shows a YTD return of -0.05%. The 1-year return is 4.78% and the 5-year return is 0.56%. CLMAX dividend yield stands at 5.03%, paid monthly.

CLMAX top holdings include Fnma 30Yr Tba 6% Jun 23 (18.2%), Fannie Mae Or Freddie Mac 06/01/2049 (17.5%), Umbs Tba - 4.0% 2049-06-01 (15.5%), Fannie Mae Or Freddie Mac 06/15/2053 (9.7%), Ginnie Mae (8.7%). 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.