CLMAX Mutual Fund

CLMAX Mutual Fund

NAV$8.01
See how much of CLMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 510 holdings · as of Jun 30, 2026
Top 10 weight
81.10%
CLMAX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt value
1—Umbs 30Yr Tba(Reg A) 6.00% 2056-07-13
18.27%		18.3%$483.52M
2—Umbs 30Yr Tba(Reg A) 4.50% 2056-07-13
17.48%		35.8%$462.66M
3—Umbs 30Yr Tba(Reg A) 4.00% 2056-07-13
15.45%		51.2%$408.86M
4—Umbs 30Yr Tba(Reg A) 5.00% 2056-07-13
9.69%		60.9%$256.43M
5—Gnma2 30Yr Tba(Reg C) 4.50% 2056-07-20
8.71%		69.6%$230.48M
6—Umbs 30Yr Tba(Reg A) 3.50% 2056-07-13
5.14%		74.7%$136.08M
7—Umbs 30Yr Tba(Reg A) 5.50% 2056-07-13
2.27%		77.0%$60.19M
8—Columbia Short Term Cash Fund 0.00% 2222-12-31
1.92%		78.9%$50.92M
9—Fnma 30Yr Umbs Super 4.00% 2052-08-01
1.10%		80.0%$29.06M
10—Stacr_21-Dna5 9.13% 2034-01-25
1.07%		81.1%$28.42M
More holdings · Pro
FundXLS Pro
See the other 500 holdings of CLMAX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

CLMAX Mutual Fund Top Holdings

CLMAX holdings top 10 positions. The top 10 holdings account for 81.1% of the fund, led by Umbs 30Yr Tba(Reg A) 6.00% 2056-07-13 at 18.3%, Umbs 30Yr Tba(Reg A) 4.50% 2056-07-13 at 17.5%, Umbs 30Yr Tba(Reg A) 4.00% 2056-07-13 at 15.4%.

CLMAX portfolio concentration is relatively high, with the top 10 representing 81.1% of total assets.

CLMAX sectors provide a detailed breakdown. CLMAX overlap shows how holdings compare to other funds in your portfolio.