SRHDX Mutual Fund

SRHDX Mutual Fund (Columbia High Yield Municipal Fund Class S) is managed by Columbia Threadneedle Investments with $12.5M in net assets. SRHDX expense ratio is 0.62%, holding 282 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2024-10-02.

SRHDX performance shows a YTD return of 2.55%. The 1-year return is 8.71% and the 5-year return is 0.21%. SRHDX dividend yield stands at 4.33%, paid monthly.

SRHDX top holdings include Puerto Rico Sales Tax Fing Corp Sales Tax Revenue (3.0%), Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55 (1.8%), Chesapeake, Virginia, Transportation System Senior Toll Road Revenue Bonds, Capital Appreciation Series 2012b (1.5%), Msr Energy 11/01/2039 (1.3%), Prcutl 5.000 07/01/47 (1.3%). Go to all SRHDX holdings, SRHDX sectors, or SRHDX dividends.

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