Nasdaq - Delayed Quote USD

Columbia Minnesota Tax-Exempt Inst2 (CADOX)

19.64 -0.07 (-0.36%)
At close: 8:00:09 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.74%
5y Average Return 0.48%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Dec 17, 2024) 10.14%
Worst 1Y Total Return (Dec 17, 2024) --
Best 3Y Total Return 10.14%
Worst 3Y Total Return -2.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CADOX
Category
YTD
4.83%
0.85%
1-Month
2.02%
0.25%
3-Month
1.71%
1.34%
1-Year
8.05%
3.68%
3-Year
-0.92%
3.93%
5-Year
0.76%
2.46%
10-Year
2.15%
3.57%
Last Bull Market
11.35%
4.91%
Last Bear Market
-5.21%
5.76%

Annual Total Return (%) History

Year
CADOX
Category
2024
--
--
2023
5.29%
--
2022
-12.03%
--
2021
1.90%
--
2020
4.53%
3.71%
2019
7.67%
6.35%
2018
0.51%
0.37%
2017
5.39%
4.38%

2016
0.35%
-0.13%
2015
3.63%
2.75%
2014
10.14%
8.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.23% 1.08% 3.19% --
2023 2.45% -0.53% -5.14% 8.92%
2022 -6.73% -5.21% -5.06% 4.80%
2021 -0.53% 1.82% -0.41% 1.01%
2020 -1.52% 2.34% 1.69% 2.00%
2019 2.86% 2.25% 1.83% 0.52%
2018 -1.07% 0.62% -0.29% 1.27%
2017 1.19% 2.09% 0.96% 1.06%
2016 1.62% 2.67% -0.41% -3.41%
2015 0.92% -0.33% 1.52% 1.48%

2014 3.70% 2.68% 1.90% 1.51%

Rank in Category (By Total Return)

YTD 17
1-Month 2
3-Month 9
1-Year 8
3-Year 76
5-Year 67

Load Adjusted Returns

1-Year 8.05%
3-Year -0.92%
5-Year 0.76%
10-Year 2.15%

Performance & Risk

YTD Return 3.74%
5y Average Return 0.48%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Muni Minnesota
Fund Family Columbia Threadneedle
Net Assets 532.71M
YTD Return 4.83%
Yield 3.33%
Morningstar Rating
Inception Date Mar 01, 2017

Fund Summary

Under normal market circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal obligations that are generally exempt from U.S. federal income tax as well as from Minnesota State and local income tax. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity. The fund is non-diversified.

Related Tickers

BIVIX Invenomic Institutional
16.94
+0.83%
 
BIVSX Invenomic Super Institutional
17.18
+0.82%
 
BIVRX Invenomic Investor
16.60
+0.79%
 
FSHCX Fidelity Select Health Care Svcs Port
111.33
+0.76%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
YFSNX AMG Yacktman Global N
14.18
-1.05%
 
FLCEX Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
20.97
+0.14%
 
BGRSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.12
+0.13%
 
BGLSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.43
+0.13%
 
CVSOX Calamos Market Neutral Income R6
15.08
-0.13%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
FABLX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
29.21
0.00%
 
GIFIX Guggenheim Floating Rate Strats Instl
24.29
-0.04%
 
RFRFX Columbia Floating Rate Inst2
33.80
-0.03%
 
CFRZX Columbia Floating Rate Inst
33.62
-0.03%
 
FLGEX Fidelity Covington Trust - Fidelity Enhanced Large Cap Growth ETF
30.08
-0.03%
 
FZAAX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
30.02
-0.03%
 
FAIOX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
30.01
-0.03%
 
FAIGX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
29.71
-0.03%
 
FABCX Fidelity Advisor Series I - Fidelity Advisor Balanced Fund
28.87
-0.03%
 
RAIWX Manning & Napier Rainier Intl Discv W
22.89
-2.05%
 
HMECX NexPoint Merger Arbitrage C
18.92
-0.05%
 
NFRFX Nuveen Floating Rate Income R6
18.33
-0.05%
 
PWIYX PACE International Equity Y
18.30
-0.05%
 
NFRIX Nuveen Floating Rate Income I
18.25
-0.05%
 
NFRAX Nuveen Floating Rate Income A
18.23
-0.05%
 
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.78
-0.06%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.78
-0.06%
 
CVSCX Calamos Market Neutral Income C
15.33
-0.07%
 
CMNIX Calamos Market Neutral Income I
15.08
-0.07%
 
GIFSX Guggenheim Floating Rate Strats R6
24.30
-0.08%
 
AMFIX AAMA Income
23.90
-0.08%
 
VTIFX Vanguard Total Intl Bd Idx Institutional
30.13
-0.10%
 
HMEZX NexPoint Merger Arbitrage Z
19.92
-0.10%
 
HMEAX NexPoint Merger Arbitrage A
19.50
-0.10%
 
QSTFX Quantified STF Investor
19.39
0.00%
 
QSTAX Quantified STF Advisor
18.31
0.00%
 
TGHYX TCW High Yield Bond I
30.73
0.00%
 
CVSIX Calamos Market Neutral Income A
15.27
-0.13%
 
GAAAX GMO Opportunistic Income R6
24.09
-0.17%
 
GMOQX GMO Emerging Country Debt Fund
19.71
-0.20%
 
GILDX Guggenheim Limited Duration A
24.39
-0.20%
 
GILHX Guggenheim Limited Duration Instl
24.38
-0.20%
 
GIKRX Guggenheim Limited Duration R6
24.37
-0.20%
 
GILPX Guggenheim Limited Duration P
24.37
-0.20%
 
GMODX GMO Opportunistic Income Fund
24.18
-0.21%
 
GMOLX GMO Opportunistic Income Fund
24.12
-0.21%
 
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.93
-0.24%
 
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.85
-0.24%
 
GIOSX Guggenheim Macro Opportunities R6
24.71
-0.24%
 
FPEIX First Trust Preferred Sec & Inc I
19.96
-0.25%
 
GMCDX GMO Emerging Country Debt Fund
19.77
-0.25%
 
CDSIX Calvert Short Duration Income Fund
15.70
-0.25%
 
NPSRX Nuveen Preferred Secs & Inc I
15.60
-0.26%
 
CSDAX Calvert Short Duration Income A
15.59
-0.26%
 
ARINX Archer Income
18.07
-0.28%
 
GIOIX Guggenheim Macro Opportunities Instl
24.71
-0.28%
 
GIOPX Guggenheim Macro Opportunities P
24.68
-0.28%
 
GIOAX Guggenheim Macro Opportunities A
24.67
-0.28%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
24.50
-0.28%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
24.48
-0.29%
 
EVDAX Camelot Event Driven A
20.37
-0.29%
 
FPEFX First Trust Preferred Sec & Inc F
20.05
-0.30%
 
FPEAX First Trust Preferred Sec & Inc A
19.76
-0.30%
 
FMPFX Nuveen Small Cap Growth Opp R6
36.16
-4.11%
 
CDSRX Calvert Short Duration Income R6
15.69
-0.32%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.63
-0.32%
 
NCSRX Nuveen High Yield Income R6
18.06
-0.33%
 
NCOIX Nuveen High Yield Income I
17.97
-0.33%
 
EVDIX Camelot Event Driven Institutional
20.90
-0.33%
 
VEGBX Vanguard Emerging Markets Bond Admiral
23.57
-0.34%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.30
-0.34%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
26.28
-0.34%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
26.22
-0.34%
 
RCMPX Lazard International Quality Gr R6
16.51
-2.37%
 
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.68
-0.35%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.65
-0.35%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.69
-2.56%
 
CCXYX Columbia Strategic California Municipal Income Fund
27.11
-0.37%
 
CCAUX Columbia Strat CA Muncpl Inc Inst2
27.00
-0.37%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
26.96
-0.37%
 
PTIMX Performance Trust Municipal Bond Instl
22.83
-0.39%
 
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
18.87
-2.93%
 
TRAIX T. Rowe Price Capital Appreciation I
34.60
-11.01%
 
ICMPX Lazard International Quality Gr Instl
16.50
-2.31%
 
RWSIX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
18.47
-2.94%
 
OCMPX Lazard International Quality Gr Open
16.36
-2.33%
 
FLRUX Meeder Conservative Allocation Retail
23.27
-1.44%
 
VGCAX Vanguard Global Credit Bond Admiral
19.26
-0.47%
 
TQMIX AMG TimesSquare Mid Cap Growth I
17.11
-3.55%
 
FTMCX First Trust Multi-Strategy Cl C
24.46
-0.49%
 
FTMAX First Trust Multi-Strategy Cl A
23.90
-0.50%
 
TMDPX AMG TimesSquare Mid Cap Growth N
15.87
-3.53%
 
FISMX Fidelity International Small Cap
30.38
-1.91%
 
TMDIX AMG TimesSquare Mid Cap Growth Z
17.23
-3.53%
 
FIASX Fidelity Advisor Intl Small Cap A
29.73
-1.88%
 
TORTX Tortoise Energy Infrastructure TR A
18.89
-0.53%
 
FTMIX First Trust Multi-Strategy Cl I
24.40
-0.53%
 
FIXIX Fidelity Advisor Intl Small Cap I
30.60
-1.89%