CLMDX Mutual Fund
CLMDX Mutual Fund
Columbia Mortgage Opportunities Fund Class S
CLMDX Mutual Fund Overview
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 460 positions across sectors including Other. Inception date: 2024-10-02.
CLMDX performance shows a YTD return of 1.22%. The 1-year return is 5.60%. CLMDX dividend yield stands at 5.26%, paid monthly.
CLMDX top holdings include Mineral Resources Ltd Sr Unsecured 144A 10/28 9.25 (18.1%), Umbs 30Yr Tba(Reg A) 4.50 04/13/2056 (17.6%), Thames Water Super Senior Issuer Plc 9.75% 10/10/2027 (15.5%), Hess Midstream Oprtn P/P 144A 05.5000 10/15/2030 (14.8%), Cra International Inc (8.7%). View all CLMDX holdings, sector breakdown, or dividend history.
CLMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.