CUSOX Mutual Fund

CUSOX Mutual Fund (Columbia Ultra Short Term Bond Fund) is managed by Columbia Threadneedle Investments with $935.9M in net assets. CUSOX expense ratio is 0.44%, holding 234 positions across sectors including Financials, Utilities, Health Care. Inception date: 2019-02-20.

CUSOX performance shows a YTD return of 2.16%. The 1-year return is 4.18% and the 5-year return is 3.82%. CUSOX dividend yield stands at 3.77%, paid monthly.

CUSOX top holdings include Columbia Short Term Cash Fund 2222-12-31 (2.1%), Nissan Master Owner Tr Receivable 5.05% 02/15/2029 144A (1.9%), Ford Credit Auto Owner Trust 2 Fordr 2022 1 A 144A (1.9%), Hyundai Auto Lease Securitization Trust 2024-C Halst 2024-C A3 (1.8%), Gmf Floorplan Owner Revolving Trust Ser 2024-1A Cl A1 Regd 144A P/P 5.13000000 (1.7%). 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.