Columbia Bond Fund Class C (CNDCX)

8.32
Net Asset Value
-0.12%
1 Day
-2.23%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
1.75%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income- consistent with minimal fluctuation of principal. Under normal circumstances- the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities- debt securities issued by corporations- and mortgage- and other asset-backed securities that- at the time of purchase- are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.

Performance

1 month-1.30% 3 years+0.77%
3 months-1.76% 5 years+0.79%
1 year+0.15% Since inception+2.91%
Data through --

Peer Comparisonvs. Intermediate-term bond

 CNDCXCategory
Performance 5-yr return+0.79%+2.05%
Expense ratio1.75%0.77%
Risk 5 year sharpe ratio0.240.58
Net assets$429.3M$4.5B
Average market cap$8.5B$10.9B
Average P/E17.621.2
Portfolio turnover375%375%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJason Callan / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

Fixed income106.36%
Other0.62%
U.S. stock0.00%
International stock0.00%
Cash0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 12.73%
-- 2.84%
-- 2.56%
-- 2.49%
-- 2.47%
-- 2.06%
-- 2.04%
-- 1.69%
-- 1.48%
-- 1.43%