CMBFX Mutual Fund

CMBFX Mutual Fund (Columbia Oregon Intermediate Municipal Bond Fund Class I) is managed by Columbia Threadneedle Investments with $145.6M in net assets. CMBFX expense ratio is 0.59%, holding 187 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1984-07-02.

CMBFX performance shows a YTD return of 0.20%. The 1-year return is 4.00% and the 5-year return is 0.44%. CMBFX dividend yield stands at 2.32%, paid monthly.

CMBFX top holdings include Oregon Health & Science University (2.5%), City of Portland Or Water System Revenue (2.5%), Tri-county Metropolitan Transportation District of Oregon (2.4%), Oregon Health Sciences Univ 5 2032-07-01 (1.9%), Portland Or Swr Sys Revenue 5 2026-12-01 (1.9%). Go to all CMBFX holdings, CMBFX sectors, or CMBFX dividends.

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