CLMVX Mutual Fund
CLMVX Mutual Fund
CLMVX Mutual Fund
Columbia Mortgage Opportunities Fund Class I2
CLMVX Mutual Fund Overview
CLMVX Mutual Fund (Columbia Mortgage Opportunities Fund Class I2) is managed by Columbia Threadneedle Investments with $945.6M in net assets. CLMVX expense ratio is 0.73%, holding 510 positions across sectors including Financials. Inception date: 2014-04-30.
CLMVX performance shows a YTD return of 0.13%. The 1-year return is 5.11% and the 5-year return is 0.86%. CLMVX dividend yield stands at 5.35%, paid monthly.
CLMVX 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%), Ginnie Mae (8.7%). Go to all CLMVX holdings, CLMVX sectors, or CLMVX dividends.
CLMVX can be compared against other funds. Use CLMVX overlap to find shared positions, or CLMVX vs another fund for a side-by-side view. CLMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.