COEAX Mutual Fund

COEAX Mutual Fund (Columbia Oregon Intermediate Municipal Bond Fund Class A) is managed by Columbia Threadneedle Investments with $18.3M in net assets. COEAX expense ratio is 0.84%, holding 184 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2002-11-01.

COEAX performance shows a YTD return of -3.08%. The 1-year return is -1.61% and the 5-year return is 0.18%. COEAX dividend yield stands at 2.43%, paid monthly.

COEAX 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 COEAX holdings, COEAX sectors, or COEAX dividends.

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