| 9.34 Net Asset Value | 0.00% 1 Day | -1.27% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | 4.75 Sales Expenses | 0.99% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -1.02% | 3 years | +4.76% | |
| 3 months | +0.15% | 5 years | +5.51% | |
| 1 year | +2.82% | Since inception | +5.65% |
| CNDAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.51% | +5.97% |
| Expense ratio | 0.99% | 0.92% |
| Risk 5 year sharpe ratio | 1.46 | 1.31 |
| Net assets | $1.3B | $3.5B |
| Average market cap | $6.6B | -- |
| Average P/E | 7.8 | -- |
| Portfolio turnover | 10% | 10% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Michael Zazzarino / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Fannie Mae Single Family TBA 2.5% 2028-03-01 | 3.55% |
| -- FHLMC 4% | 3.20% |
| -- FNMA 4% | 2.50% |
| -- US Treasury Note 0.375% | 2.33% |
| -- U S Treas Sec Stripped Int Pmt | 2.24% |
| -- Fannie Mae Single Family TBA 3% 2043-03-01 | 2.14% |
| -- Fannie Mae Single Family TBA 3.5% 2043-03-01 | 1.80% |
| -- FNMA 4% | 1.73% |
| -- Resolution Fdg Fed Bk Prin Stp | 1.64% |
| -- FNMA 4.5% | 1.64% |
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