LIBAX Mutual Fund

LIBAX Mutual Fund (Columbia Total Return Bond Fund Class A) is managed by Columbia Threadneedle Investments with $512.7M in net assets. LIBAX expense ratio is 0.74%, holding 1304 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2000-07-31.

LIBAX performance shows a YTD return of -0.50%. The 1-year return is 2.80% and the 5-year return is -0.80%. LIBAX dividend yield stands at 4.28%, paid monthly.

LIBAX top holdings include Columbia Short Term Cash Fund (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 LIBAX holdings, LIBAX sectors, or LIBAX dividends.

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