CLMAX Mutual Fund

CLMAX Mutual Fund

NAV$8.37
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Showing the top 10 of 460 holdings · as of Mar 31, 2026
Top 10 weight
92.28%
CLMAX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt value
1—Derwent London
18.15%		18.1%$482.14M
2—Hsbc Securities (Usa) Inc 2026-02-02
17.55%		35.7%$466.10M
3DebtUmbs 30Yr Tba(Reg A)
15.54%		51.2%$412.79M
4DebtUmbs 30Yr Tba(Reg A)
14.78%		66.0%$392.48M
5—Forward Foreign Currency Contract
8.73%		74.8%$231.82M
6—Columbia Short Term Cash Fund
7.87%		82.6%$209.09M
7DebtUmbs 30Yr Tba(Reg A)
5.18%		87.8%$137.50M
8DebtState Of California, Regents Of The University Of California, General Rev. Bonds, Series 2021-Bi
2.27%		90.1%$60.28M
9DebtFnma 30Yr Umbs Super
1.14%		91.2%$30.24M
10DebtIQVIA, Inc
1.07%		92.3%$28.37M
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CLMAX Mutual Fund Top Holdings

CLMAX holdings top 10 positions. The top 10 holdings account for 92.3% of the fund, led by Derwent London at 18.1%, Hsbc Securities (Usa) Inc 2026-02-02 at 17.6%, Umbs 30Yr Tba(Reg A) 4.00 04/13/2056 at 15.5%.

CLMAX portfolio concentration is relatively high, with the top 10 representing 92.3% of total assets.

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