CLMDX Mutual Fund

CLMDX Mutual Fund (Columbia Mortgage Opportunities Fund Class S) is managed by Columbia Threadneedle Investments with $3.4M in net assets. CLMDX expense ratio is 0.79%, holding 510 positions across sectors including Financials. Inception date: 2024-10-02.

CLMDX performance shows a YTD return of 0.21%. The 1-year return is 5.04% and the 5-year return is 0.84%. CLMDX dividend yield stands at 5.29%, paid monthly.

CLMDX 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%), Gnma Ii Gtd Pass Thru Ctf Multiple Issuer,Gnii Ii 4.5% 06/01/2054 #Tba (8.7%). Go to all CLMDX holdings, CLMDX sectors, or CLMDX dividends.

CLMDX can be compared against other funds. Use CLMDX overlap to find shared positions, or CLMDX vs another fund for a side-by-side view. CLMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.