Columbia Short Term Bond Fund Institutional Class (NSTMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income- consistent with minimal fluctuation of principal. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds- including debt instruments issued by the U.S. government and its agencies- debt securities issued by corporations- mortgage- and other asset-backed securities- and dollar-denominated securities issued by foreign governments- companies or other entities. The fund also invests at least 65% of its total assets in securities that- at the time of purchase- are rated investment grade or are unrated but determined to be of comparable quality.


1 month-0.10% 3 years+0.64%
3 months-0.33% 5 years+0.70%
1 year+0.07% Since inception+3.72%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+0.70%+1.00%
Expense ratio0.60%0.76%
Risk 5 year sharpe ratio0.560.47
Net assets$1.3B$2.3B
Average market cap--$31.5B
Average P/E--17.4
Portfolio turnover68%68%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureLeonard Aplet / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


Fixed income97.86%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 9.54%
-- 5.49%
-- 2.03%
-- 1.52%
-- 1.49%
-- 1.15%
-- 1.11%
-- 1.10%
-- 0.92%
-- 0.78%