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Columbia Strategic Municipal Inc Inst (CATZX)

14.99 -0.01 (-0.07%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 15.00
  • YTD Return 5.74%
  • Expense Ratio 0.50%
  • Category Muni National Long
  • Last Cap Gain -14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1.86B
  • Beta (5Y Monthly) 1.40
  • Yield 3.94%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.46
  • Inception Date Oct 2, 2024

Under normal market conditions, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt obligations issued by or on behalf of state or local governmental units whose interest is exempt from federal income tax. It may invest up to 20% of its net assets in securities, the income on which is subject to federal income tax and may invest without limit in debt instruments the income on which is subject to the federal alternative minimum tax.

Columbia Threadneedle

Fund Family

Muni National Long

Fund Category

1.86B

Net Assets

2024-10-02

Inception Date

Performance Overview: CATZX

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Trailing returns as of 10/17/2024. Category is Muni National Long.

YTD Return

CATZX
5.74%
Category
2.30%
?

1-Year Return

CATZX
16.53%
Category
6.88%
?

3-Year Return

CATZX
0.17%
Category
5.62%
?

5-Year Return

CATZX
1.37%
Category
3.37%
?

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