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Columbia Short Term Bond Fund Class Z (NSTMX)

9.93
Net Asset Value
0.00%
1 Day
0.00%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
0.64%
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 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 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.

Performance

1 month-0.03% 3 years+0.87%
3 months-0.09% 5 years+1.35%
1 year+0.59% Since inception+4.07%
Data through --

Peer Comparisonvs. Short-term bond

 NSTMXCategory
Performance 5-yr return+1.35%+1.87%
Expense ratio0.64%0.85%
Risk 5 year sharpe ratio1.811.20
Net assets$2.1B$2.1B
Average market cap--$66.0B
Average P/E--18.7
Portfolio turnover60%60%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureLeonard Aplet / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

Fixed income93.04%
Cash6.96%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 9.58%
-- 2.73%
-- 2.01%
-- 1.54%
-- 1.24%
-- 1.18%
-- 1.09%
-- 1.02%
-- 0.93%
-- 0.77%

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