CLMZX Mutual Fund

CLMZX Mutual Fund (Columbia Mortgage Opportunities Fund Class I) is managed by Columbia Threadneedle Investments with $1.34B in net assets. CLMZX expense ratio is 0.79%, holding 510 positions across sectors including Financials. Inception date: 2014-04-30.

CLMZX performance shows a YTD return of 0.22%. The 1-year return is 5.05% and the 5-year return is 0.81%. CLMZX dividend yield stands at 5.29%, paid monthly.

CLMZX 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 CLMZX holdings, CLMZX sectors, or CLMZX dividends.

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