SETMX Mutual Fund (Columbia Intermediate Duration Municipal Bond Fund Institutional Class) is managed by Columbia Threadneedle Investments with $399.2M in net assets. SETMX expense ratio is 0.41%, holding 562 positions across sectors including Other, Financials, Utilities. Inception date: 1993-06-14.

SETMX performance shows a YTD return of 1.80%. The 1-year return is 5.66% and the 5-year return is 1.10%. SETMX dividend yield stands at 3.10%, paid monthly.

SETMX top holdings include Rancho Santiago Community College District (1.6%), Main Str Nat Var 06/55 (1.0%), San Francisco Calif City &cnty Arpts Commn Intl Arpt Rev 5% 05/01/2045 (0.9%), California Cmnty Choice Fing Auth Clean Energy Proj Rev Var 01-Dec-2055 (0.8%), Houston Higher Education Finance Corporation, Texas, Revenue Bonds, Rice University, Series 2024 (0.8%). View all SETMX holdings, sector breakdown, or dividend history.

SETMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SETMX alternatives are available via the screener, along with tax-loss harvesting opportunities.