COLTX : Columbia Tax-Exempt Fund Class A

COLTX is a Bond Market Municipal Bond with MODERATE fees.

COLTX

Columbia Tax-Exempt Fund Class A

FI Score

61 /100

Expense Ratio Rating

5 /10

Expense Rating

3 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

61% FI Score
  • coltx
  • Mutual Fund
  • Bond
  • Municipal Bond

Columbia Tax-Exempt Fund Class A

Expenses: 0.73% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks total return, consisting of current income exempt from federal income tax and of capital appreciation, consistent with moderate fluctuation of principal. Under normal circumstances, the fund invests at least 80% of its total net assets (including the amount of any borrowings for investment purposes) in bonds that pay interest exempt from federal income tax (including the federal alternative minimum tax). It invests at least 65% of its total assets in tax-exempt bonds that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The fund may invest in bonds of any maturity.

Largest Holdings

Amount Holding
1.04% UNIVERSITY KANS HOSP AUTH HEALTH FACS REV 5%
1.00% PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV 4%
1.00% PENNSYLVANIA ECONOMIC DEV FING AUTH REV 5%
0.93% PENNSYLVANIA ST TPK COMMN TPK REV 5.25%
0.87% NEW YORK N Y 0.65%
0.84% SOUTHERN MINN MUN PWR AGY PWR SUPPLY SYS REV 0%
0.83% SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%
0.82% UNIVERSITY TEX UNIV REVS 5%
0.79% SOUTHERN MINN MUN PWR AGY PWR SUPPLY SYS REV 0%
0.78% LAKELAND FLA HOSP SYS REV 5%
0.76% WAYNE CNTY MICH ARPT AUTH REV 5%
0.75% MIAMI-DADE CNTY FLA AVIATION REV 5%
0.74% NEW ORLEANS LA AVIATION BRD REV 5%
0.73% COLORADO HEALTH FACS AUTH REV 4%
0.72% ILLINOIS FIN AUTH REV 5%
0.70% VIRGINIA SMALL BUSINESS FING AUTH PRIVATE ACTIVITY REV 5%
0.69% NEBRASKA EDL HEALTH CULTURAL & SOCIAL SVCS FIN AUTH REV 4%
0.68% NORTHAMPTON CNTY PA GEN PURP AUTH HOSP REV 4%
0.65% FOOTHILL / EASTERN TRANSN CORRIDOR AGY CALIF TOLL RD REV 5.75%
0.61% MICHIGAN FIN AUTH REV 5%
0.61% CHICAGO ILL O HARE INTL ARPT REV 5%
0.60% PEFA INC IOWA GAS PROJ REV 5%
0.60% PENNSYLVANIA ST TPK COMMN TPK REV 5%
0.59% LOWER ALA GAS DIST GAS PROJ REV 5%
0.58% LOUISIANA PUB FACS AUTH DOCK & WHARF REV 6.5%

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