COEAX : Columbia Oregon Intermediate Municipal Bond Fund Class A

COEAX is a Bond Market Municipal Bond with HIGH fees.

COEAX

Columbia Oregon Intermediate Municipal Bond Fund Class A

FI Score

38 /100

Expense Ratio Rating

4 /10

Expense Rating

2 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

38% FI Score
  • coeax
  • Mutual Fund
  • Bond
  • Municipal Bond

Columbia Oregon Intermediate Municipal Bond Fund Class A

Expenses: 0.83% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks a high level of income exempt from federal and Oregon income tax. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities issued by the State of Oregon and its political subdivisions, agencies, authorities and instrumentalities. While it may invest in securities of any maturity, under normal circumstances, the fund's dollar-weighted average maturity will be between three and ten years.

Largest Holdings

Amount Holding
2.66% OREGON HEALTH SCIENCES UNIV REV 5%
2.52% TRI-CNTY MET TRANSN DIST ORE REV 5%
2.50% PORTLAND ORE WTR SYS REV 4%
2.07% PORT PORTLAND ORE ARPT REV 5.5%
1.96% OREGON HEALTH SCIENCES UNIV REV 5%
1.96% OREGON ST 5%
1.91% PORTLAND ORE REV 5%
1.87% PUERTO RICO PUB FIN CORP 6%
1.66% WASHINGTON CLACKAMAS & YAMHILL CNTYS ORE SCH DIST NO 88J 5%
1.47% OREGON ST DEPT TRANSN HWY USER TAX REV 5%
1.46% WOODBURN ORE WASTEWATER REV 5%
1.36% WASHINGTON CNTY ORE SCH DIST NO 48J BEAVERTON 5%
1.29% WASHINGTON CNTY ORE SCH DIST NO 48J BEAVERTON 4%
1.28% CLACKAMAS CNTY ORE SCH DIST NO 12 NORTH CLACKAMAS 5%
1.22% MULTNOMAH CNTY ORE HOSP FACS AUTH REV 5.12%
1.14% JACKSON CNTY ORE SCH DIST NO 005 ASHLAND 5%
1.13% BOARDMAN PK & REC DIST ORE 5.25%
1.13% OREGON ST 5%
1.12% OREGON ST FACS AUTH REV 5%
1.11% PORTLAND ORE WTR SYS REV 4%
1.11% MULTNOMAH-CLACKAMAS CNTYS ORE SCH DIST NO 10JT GRESHAM- BARLOW 5%
1.06% OREGON ST FACS AUTH REV 5%
1.00% UMATILLA CNTY ORE SCH DIST NO 016R PENDLETON 5%
0.99% OREGON HEALTH SCIENCES UNIV REV 0%
0.95% TRI-CNTY MET TRANSN DIST ORE REV 5%

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