COLCX Mutual Fund

COLCX Mutual Fund (Columbia Total Return Municipal Income Fund Class C) is managed by Columbia Threadneedle Investments with $10.8M in net assets. COLCX expense ratio is 1.35%, holding 423 positions across sectors including Financials, Industrials, Utilities. Inception date: 1997-08-01.

COLCX performance shows a YTD return of 0.63%. The 1-year return is 6.67% and the 5-year return is -0.57%. COLCX dividend yield stands at 2.95%, paid monthly.

COLCX top holdings include Pennsylvania Economic Development Financing Authority (1.4%), Illinois State, General Obligation Bonds, Refunding March Series 2022A (1.2%), Main Street Natural Gas Inc Ga Variable Rate, Due 06/01/2053 (1.1%), Nebraska Educational Health Cultural & Social Services Finance Authority (1.1%), New Jersey Economic Development Authority, New Jersey, Transit Transportation Project Revenue Bonds (1.0%). Go to all COLCX holdings, COLCX sectors, or COLCX dividends.

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