LUTAX Mutual Fund

LUTAX Mutual Fund (Columbia US Treasury Index Fund Class A) is managed by Columbia Threadneedle Investments with $40.2M in net assets. LUTAX expense ratio is 0.32%, holding 291 positions across various sectors. Inception date: 2002-11-25.

LUTAX performance shows a YTD return of -0.77%. The 1-year return is 1.71% and the 5-year return is -1.19%. LUTAX dividend yield stands at 3.31%, paid monthly.

LUTAX top holdings include Columbia Short Term Cash Fund (1.0%), Deutsche Bank Ag/New York Ny 6.82 11/20/2029 (0.9%), Pennsylvania St Higher Edl Facs Auth Rev 5.0% 01-Nov-2051 (0.9%), Synthetic Cash - Vms JPY (0.9%), Treasury Note 4.25 11/15/2034 4.25 2034-11-15 (0.9%). Go to all LUTAX holdings, LUTAX sectors, or LUTAX dividends.

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