NCMAX Mutual Fund

NCMAX Mutual Fund (Columbia California Intermediate Municipal Bond Fund Institutional Class) is managed by Columbia Threadneedle Investments with $140.6M in net assets. NCMAX expense ratio is 0.48%, holding 190 positions across sectors including Financials, Utilities, Industrials. Inception date: 2002-08-19.

NCMAX performance shows a YTD return of 0.01%. The 1-year return is 3.88% and the 5-year return is 0.57%. NCMAX dividend yield stands at 2.76%, paid monthly.

NCMAX top holdings include Southern California Public Power Authority, California, Revenue Bonds, Clean Energy Project Revenue Bonds, Series 2024A (2.4%), Burbank Glendale Pasadena Ca A Regd B/E Amt 5.25000000 07/01/2042 (2.2%), California St 5% Dec 01, 2036 (2.2%), California St (1.7%), California State University 5 11/01/2042 (1.7%). Go to all NCMAX holdings, NCMAX sectors, or NCMAX dividends.

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