NCMAX Mutual Fund

NCMAX Mutual Fund (Columbia California Intermediate Municipal Bond Fund Institutional Class) is managed by Columbia Threadneedle Investments with $140.6M in net assets. NCMAX expense ratio is 0.48%, holding 155 positions across sectors including Financials, Utilities, Health Care. Inception date: 2002-08-19.

NCMAX performance shows a YTD return of -3.18%. The 1-year return is -1.76% and the 5-year return is 0.62%. NCMAX dividend yield stands at 3.19%, paid monthly.

NCMAX 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 NCMAX holdings, NCMAX sectors, or NCMAX dividends.

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