MBSAX Mutual Fund

MBSAX Mutual Fund (Multisector Bond SMA Completion Portfolio) is managed by Columbia Threadneedle Investments with $112.2M in net assets. holding 253 positions across sectors including Financials, Energy, Information Technology. Inception date: 2019-10-29.

MBSAX performance shows a YTD return of 2.21%. The 1-year return is 6.82% and the 5-year return is 6.85%. MBSAX dividend yield stands at 7.51%, paid monthly.

MBSAX top holdings include Columbia Short Term Cash Fund (21.8%), Fannie Mae Or Freddie Mac 03/01/2053 (10.0%), Umbs 30Yr Tba(Reg A) 5.5% Mar 13, 2023 (9.6%), Umbs 30Yr Tba(Reg A) 4.5 Umbs Tba 03-01-50 (8.7%), Fnma Tba 30 Yr 4 Single Family Mortgage 4% 03/13/2053 (7.3%). Go to all MBSAX holdings, MBSAX sectors, or MBSAX dividends.

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