SRBAX Mutual Fund

SRBAX Mutual Fund (Columbia Total Return Bond Fund Class S) is managed by Columbia Threadneedle Investments with $52.7M in net assets. SRBAX expense ratio is 0.49%, holding 1304 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2024-10-02.

SRBAX performance shows a YTD return of -0.36%. The 1-year return is 3.09% and the 5-year return is -0.51%. SRBAX dividend yield stands at 4.52%, paid monthly.

SRBAX top holdings include Columbia Short Term Cash Fund (4.6%), Umbs 30Yr Tba(Reg A) 5.5% Mar 13, 2023 (1.7%), Ginnie Mae (1.6%), Fnma 30Yr Umbs (1.3%), Fannie Mae Or Freddie Mac (1.2%). Go to all SRBAX holdings, SRBAX sectors, or SRBAX dividends.

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