ALDAX Mutual Fund

ALDAX Mutual Fund (Columbia Select Short Corporate Income Fund Class A) is managed by Columbia Threadneedle Investments with $115.4M in net assets. ALDAX expense ratio is 0.68%, holding 93 positions across sectors including Industrials, Consumer Staples, Financials. Inception date: 2003-06-19.

ALDAX performance shows a YTD return of -0.53%. The 1-year return is 0.44% and the 5-year return is 1.94%. ALDAX dividend yield stands at 4.00%, paid monthly.

ALDAX top holdings include Columbia Short Term Cash Fund (3.7%), Jpmorgan Chase & Co Mtn 4.62 04/23/2032 4.62 2032-04-23 (3.4%), Principal Lfe Glb Fnd Ii Regd 144A P/P 4.95000000 (3.2%), Us Treas Nts 3.5% 03/15/29 (3.1%), Bacardi-M 5.55% 02/01/30 (2.9%). Go to all ALDAX holdings, ALDAX sectors, or ALDAX dividends.

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