Columbia Short Term Bond Fund Class Z (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. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, including debt securities 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's dollar-weighted average effective maturity will be three years or less, and its duration will be three years or less.


1 month-0.11% 3 years+1.41%
3 months+0.09% 5 years+1.77%
1 year+0.72% Since inception+4.18%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+1.77%+2.49%
Expense ratio0.64%0.86%
Risk 5 year sharpe ratio2.031.45
Net assets$2.6B$2.2B
Average market cap--$45.4B
Average P/E--17.7
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureLeonard Aplet / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--


Fixed income93.94%
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
-- US Treasury Note 0.625%9.35%
-- 2 Year US Treasury Note Future Dec145.39%
-- US Treasury Note 1%5.39%
-- FNMA 0.875%2.90%
-- 5 Year US Treasury Note Future Dec142.02%
-- US Treasury TIP1.91%
-- GNMA CMO 1.061%1.03%
-- Fed Natl Mort Assc 3.5%0.96%
-- FFCB FRN0.95%
-- FHLBA 0.875%0.91%

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