CODRX Mutual Fund

CODRX Mutual Fund (Columbia Oregon Intermediate Municipal Bond Fund Class I2) is managed by Columbia Threadneedle Investments with $47.5M in net assets. CODRX expense ratio is 0.56%, holding 187 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-11-08.

CODRX performance shows a YTD return of 0.21%. The 1-year return is 4.02% and the 5-year return is 0.46%. CODRX dividend yield stands at 2.34%, paid monthly.

CODRX 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 CODRX holdings, CODRX sectors, or CODRX dividends.

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