CTBRX Mutual Fund

CTBRX Mutual Fund (Columbia Total Return Bond Fund Class Inst2) is managed by Columbia Threadneedle Investments with $297.4M in net assets. CTBRX expense ratio is 0.41%, holding 1304 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2012-11-08.

CTBRX performance shows a YTD return of -0.32%. The 1-year return is 3.16% and the 5-year return is -0.48%. CTBRX dividend yield stands at 4.59%, paid monthly.

CTBRX top holdings include Sold NOK Bought USD 20260407 (4.6%), Umbs 30Yr Tba(Reg A) 5.5% Mar 13, 2023 (1.7%), Ginnie Mae (1.6%), Fnma 30Yr Umbs (1.3%), Fannie Mae Or Freddie Mac (1.2%). Go to all CTBRX holdings, CTBRX sectors, or CTBRX dividends.

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