COEAX Mutual Fund (Columbia Oregon Intermediate Municipal Bond Fund Class A) is managed by Columbia Threadneedle Investments with $20.4M in net assets. COEAX expense ratio is 0.84%, holding 187 positions across sectors including Other, Financials, Industrials. Inception date: 2002-11-01.

COEAX performance shows a YTD return of 1.39%. The 1-year return is 5.06% and the 5-year return is 0.58%. COEAX dividend yield stands at 2.05%, paid monthly.

COEAX 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%). View all COEAX holdings, sector breakdown, or dividend history.

COEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.