CADOX Mutual Fund

CADOX Mutual Fund (Columbia Minnesota Tax-Exempt Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $18.0M in net assets. CADOX expense ratio is 0.56%, holding 230 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2013-12-11.

CADOX performance shows a YTD return of -6.10%. The 1-year return is -3.98% and the 5-year return is -0.20%. CADOX dividend yield stands at 3.63%, paid monthly.

CADOX top holdings include Rochester Mn Hlth Care Facs Re Regd B/E 5.00000000 (2.7%), Blackrock Liquidity Municash Instl (2.2%), Roseville Independent School District No 623 (2.1%), Maple Grove Mn Hlth Care Facs Revenue (2.0%), Brainerd Independent School District No 181 (2.0%). Go to all CADOX holdings, CADOX sectors, or CADOX dividends.

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