NCMAX Mutual Fund
NCMAX Mutual Fund
Columbia California Intermediate Municipal Bond Fund Institutional Class
NCMAX Mutual Fund Overview
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 201 positions across sectors including Other, Financials, Utilities. Inception date: 2002-08-19.
NCMAX performance shows a YTD return of 1.50%. The 1-year return is 5.48% and the 5-year return is 1.02%. NCMAX dividend yield stands at 2.94%, paid monthly.
NCMAX top holdings include Blackrock Liquidity Funds Municash Portfolio, Institutional Shares (10.1%), Los Angeles 5% 07/41 07/01/2041 (2.3%), Southern California Public Power Authority, California, Revenue Bonds, Clean Energy Project Revenue Bonds, Series 2024A (2.2%), Burbank Glendale Pasadena Ca A Regd B/E Amt 5.25000000 07/01/2042 (2.1%), California St 5% Dec 01, 2036 (2.0%). View all NCMAX holdings, sector breakdown, or dividend history.
NCMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.