CBVZX vs MUTHX

Both CBVZX and MUTHX are mutual funds. CBVZX has a lower 5-year return than MUTHX (5.65% vs 7.42%). CBVZX has a lower expense ratio than MUTHX (0.3% vs 0.78%). Below is the comparison between CBVZX and MUTHX.

CBVZX MUTHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets $12.40M $4.83B
Expense Ratio 0.30% 0.78%
Management Style active active
Dividend Yield 2.37% 3.27%
Minimum Investment N/A N/A
YTD Return 3.80% 18.78%
1-Year Return 0.31% 2.12%
3-Year Return 7.39% 9.10%
5-Year Return 5.65% 7.42%
10-Year Return 5.08% 9.74%

CBVZX description

The Fund seeks the highest level of total return that is consistent with a conservative level of risk. The Fund invests primarily in fixed income funds.

CBVZX performance & returns

YTD Return 3.80%
1-Month Return 0.57%
3-Month Return 0.31%
1-Year Return 0.31%
3-Year Return 7.39%
5-Year Return 5.65%
10-Year Return 5.08%
CBVZX expense ratio is 0.3%.

CBVZX holdings

Top 10 Holdings (87.12% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 14.39%
Columbia Quality Income Inst3 CUGYX 14.39%
Columbia US Treasury Index Inst3 CUTYX 14.00%
10 Year Treasury Note Future Dec 20 ZNZ0 11.00%
Columbia Corporate Income Inst3 CRIYX 7.24%
Columbia Short Term Bond Inst3 CSBYX 7.04%
Columbia Total Return Bond Inst3 CTBYX 6.13%
Columbia Limited Duration Credit Inst3 CLDYX 4.81%
Columbia Multi-Asset Income Inst3 CMUYX 4.14%
Columbia Disciplined Core Inst3 CCQYX 3.98%

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MUTHX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary goal is income.

MUTHX performance & returns

YTD Return 18.78%
1-Month Return -0.24%
3-Month Return 2.12%
1-Year Return 2.12%
3-Year Return 9.10%
5-Year Return 7.42%
10-Year Return 9.74%
MUTHX expense ratio is 0.78%.

MUTHX holdings

Top 10 Holdings (26.25% of Total Assets)

Name Symbol % Assets
Charter Communications Inc A CHTR 3.35%
Medtronic PLC MDT 3.21%
Samsung Electronics Co Ltd 005930.KS 2.88%
Merck & Co Inc MRK 2.83%
Oracle Corp ORCL 2.46%
Cognizant Technology Solutions Corp A CTSH 2.41%
Williams Companies Inc WMB 2.31%
Novartis AG ADR NVS 2.28%
GlaxoSmithKline PLC GSK.L 2.28%
The Walt Disney Co DIS 2.24%

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