CUSOX Mutual Fund

CUSOX Mutual Fund (Columbia Ultra Short Term Bond Fund) is managed by Columbia Threadneedle Investments with $968.1M in net assets. CUSOX expense ratio is 0.44%, holding 237 positions across various sectors. Inception date: 2019-02-20.

CUSOX performance shows a YTD return of 2.49%. The 1-year return is 4.02% and the 5-year return is 3.88%. CUSOX dividend yield stands at 4.06%, paid monthly.

CUSOX top holdings include Affrm_24-B 4.62% 2029-09-15 (1.9%), Halst_24-C 4.62% 2028-04-17 (1.9%), Nmotr_24-B 5.05% 2029-02-15 (1.7%), Fordr_22-1 3.88% 2034-11-15 (1.7%), Gfort_24-1A 5.13% 2029-03-15 (1.5%). Go to all CUSOX holdings, CUSOX sectors, or CUSOX dividends.

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