CCBYX Mutual Fund

CCBYX Mutual Fund (Columbia California Intermediate Municipal Bond Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $76.4M in net assets. CCBYX expense ratio is 0.42%, holding 155 positions across sectors including Financials, Utilities, Health Care. Inception date: 2017-03-01.

CCBYX performance shows a YTD return of -3.14%. The 1-year return is -1.71% and the 5-year return is 0.64%. CCBYX dividend yield stands at 3.25%, paid monthly.

CCBYX top holdings include Burbank Glendale Pasadena Ca A Regd B/E Amt 5.25000000 07/01/2042 (2.7%), State Of California 5 12/01/2036 (2.7%), State Of California 5.25 08/01/2044 (2.1%), Southern California Public Power Authority, California, Revenue Bonds, Clean Energy Project Revenue Bonds, Series 2024A (1.9%), Los Angeles Unified School District/Ca 5 07/01/2032 (1.9%). Go to all CCBYX holdings, CCBYX sectors, or CCBYX dividends.

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