CLMPX Mutual Fund

CLMPX Mutual Fund (Columbia Strategic California Municipal Income Fund Class A) is managed by Columbia Threadneedle Investments with $184.8M in net assets. CLMPX expense ratio is 0.74%, holding 158 positions across sectors including Financials, Utilities, Health Care. Inception date: 1986-06-16.

CLMPX performance shows a YTD return of 0.75%. The 1-year return is 6.69% and the 5-year return is -0.47%. CLMPX dividend yield stands at 3.45%, paid monthly.

CLMPX top holdings include California Community Choice Fi Ccedev 02/54 Adjustable Var 5 02-01-2054 (2.4%), Inland Valley Development Agency 5.0% 09-01-44 5 2044-09-01 (1.7%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.6%), California Stwd Cmntys Dev Auth Revenue (1.5%), Manteca Unified School District (1.5%). Go to all CLMPX holdings, CLMPX sectors, or CLMPX dividends.

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