COLTX Mutual Fund

COLTX Mutual Fund (Columbia Total Return Municipal Income Fund Class A) is managed by Columbia Threadneedle Investments with $1.19B in net assets. COLTX expense ratio is 0.75%, holding 423 positions across sectors including Financials, Industrials, Utilities. Inception date: 1978-11-21.

COLTX performance shows a YTD return of 0.98%. The 1-year return is 7.31% and the 5-year return is 0.02%. COLTX dividend yield stands at 3.56%, paid monthly.

COLTX 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 COLTX holdings, COLTX sectors, or COLTX dividends.

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