CUSOX Mutual Fund

CUSOX Mutual Fund (Columbia Ultra Short Term Bond Fund) is managed by Columbia Threadneedle Investments with $986.0M in net assets. CUSOX expense ratio is 0.44%, holding 237 positions across sectors including Financials, Utilities, Health Care. Inception date: 2019-02-20.

CUSOX performance shows a YTD return of 2.60%. The 1-year return is 3.76% and the 5-year return is 3.88%. CUSOX dividend yield stands at 4.03%, paid monthly.

CUSOX top holdings include Affrm 24-B A 144A 4.62% 09-15-29/03-15-27 (1.9%), Hyundai Auto Lease Securitization Trust 2024-C Halst 2024-C A3 (1.8%), Nissan Master Owner Tr Receivable 5.05% 02/15/2029 144A (1.6%), Ford Credit Auto Owner Trust 2 Fordr 2022 1 A 144A (1.6%), Gfort 2024-1 A1 (1.5%). Go to all CUSOX holdings, CUSOX sectors, or CUSOX dividends.

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