RFRAX Mutual Fund

RFRAX Mutual Fund (Columbia Floating Rate Fund Class A) is managed by Columbia Threadneedle Investments with $155.5M in net assets. RFRAX expense ratio is 1.01%, holding 375 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2006-02-16.

RFRAX performance shows a YTD return of 1.98%. The 1-year return is 3.96% and the 5-year return is 4.72%. RFRAX dividend yield stands at 5.93%, paid monthly.

RFRAX top holdings include ILS/USD Fwd 20251104 (3.4%), Dayforce Inc 0 48494 2032-10-07 (1.0%), Ukg, Inc, 2024 Term Loan B 1 02/10/2031 (0.7%), T/L Proofpoint Inc Regd 0.00000000 08/31/2028 (0.7%), Sedgwick Claims Management Service Tl-B 7.95% Feb 24, 2028 (0.7%). Go to all RFRAX holdings, RFRAX sectors, or RFRAX dividends.

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