Columbia Mortgage Opportunities FundCLMVX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.7B
Expense ratio
0.73%
1-year return
+3.4%
3 years, a year
+8.0%
5 years, a year
+0.9%
12-month yield
5.52%
Holdings
504
What it aims to do.
Columbia Mortgage Opportunities Fund (the Fund) seeks total return, consisting of long-term capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Umbs, Tba | 18.21% |
| Umbs, Tba | 17.93% |
| Umbs, Tba | 15.96% |
| Umbs, Tba | 9.84% |
| Government National Mortgage Association | 8.90% |
| Columbia Short Term Cash Fund | 5.73% |
| Umbs, Tba | 5.31% |
| Umbs, Tba | 2.29% |
| Federal National Mortgage Association | 1.19% |
| Freddie Mac - STACR | 1.06% |
More on CLMVX.
- CLMVX overview
- CLMVX holdings
- CLMVX risk
- CLMVX costs
- CLMVX money in and out
- CLMVX share classes
- Compare CLMVX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.