CLMAX : Columbia Mortgage Opportunities Fund Class A

CLMAX is a Bond Market High Yield Bond with HIGH fees.

CLMAX

Columbia Mortgage Opportunities Fund Class A

FI Score

38 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

38% FI Score
  • clmax
  • Mutual Fund
  • Bond
  • High Yield Bond

Columbia Mortgage Opportunities Fund Class A

Expenses: 1.01% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration. The fund is non-diversified.

Largest Holdings

Amount Holding
10.80% Federal National Mortgage Association 3%
10.28% Government National Mortgage Association 3%
5.01% Federal National Mortgage Association 2.5%
1.04% BELLEMEADE RE LTD 2.55%
0.96% PRPM LLC 3.97%
0.89% CONNECTICUT AVENUE SECURITIES TRUST 3.1%
0.89% PRPM LLC 5%
0.85% CSMC TRUST 4.37%
0.85% Pnmac Gsmr Issuer Trust 3.6%
0.82% Lendingclub Receivables Tr Ser 2019-5 3.75%
0.77% PMC PLS ESR LLC 5.07%
0.76% CSMC TRUST 4.37%
0.71% PMT CREDIT RISK TRANSFER TRUST 3.61%
0.70% BBCMS MORTGAGE TRUST 3.55%
0.67% LCRT_19-3
0.67% HOMEWARD OPPORTUNITIES FUND I TRUST 5.59%
0.66% Bellemeade Re Limited 2.55%
0.65% MSRP_18-SC1
0.63% Ginnie Mae (Ze) 5.33%
0.62% Pagaya Ai Debt Selection Tr 2019-1 5.5%
0.61% PMT CREDIT RISK TRANSFER TRUST 4.36%
0.60% New Residential Mortgage Loan Trust 5.57%
0.59% Volt Lxxxvii Llc 3.67%
0.58% Consumer Underlying Bd Securitization Ser 2018-1 4.79%

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