CMBCX Mutual Fund

CMBCX Mutual Fund (Columbia Oregon Intermediate Municipal Bond Fund Class S) is managed by Columbia Threadneedle Investments with $14.3M in net assets. CMBCX expense ratio is 0.59%, holding 184 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-10-02.

CMBCX performance shows a YTD return of -2.81%. The 1-year return is -1.28% and the 5-year return is 0.47%. CMBCX dividend yield stands at 2.69%, paid monthly.

CMBCX top holdings include Oregon Health & Science University, Series B 5% 2034-07-01 (2.6%), City of Portland Or Water System Revenue (2.6%), Tri-county Metropolitan Transportation District of Oregon (2.4%), Oregon Health Sciences Univ 5 2032-07-01 (1.9%), City Of Portland Or Sewer System Revenu 5 2042-12-01 (1.8%). Go to all CMBCX holdings, CMBCX sectors, or CMBCX dividends.

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