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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+0.86%
3 months-0.26% 5 years+0.84%
1 year+0.83% Since inception+3.77%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+0.84%+1.15%
Expense ratio0.60%0.76%
Risk 5 year sharpe ratio0.910.70
Net assets$1.5B$2.2B
Average market cap--$44.0B
Average P/E--22.8
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 income98.28%
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
-- 10.00%
-- 5.40%
-- 1.99%
-- 1.58%
-- 1.28%
-- 1.12%
-- 0.89%
-- 0.77%
-- 0.75%
-- 0.72%