Columbia Short Term Bond Fund Class Z (NSTMX)

9.95
Net Asset Value
0.00%
1 Day
-0.10%
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. 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.

Performance

1 month-0.10% 3 years+1.46%
3 months0.00% 5 years+2.07%
1 year+1.01% Since inception+4.21%
Data through --

Peer Comparisonvs. Short-term bond

 NSTMXCategory
Performance 5-yr return+2.07%+3.21%
Expense ratio0.64%0.87%
Risk 5 year sharpe ratio2.241.67
Net assets$2.5B$2.1B
Average market cap--$50.3B
Average P/E--18.0
Portfolio turnover81%81%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureLeonard Aplet / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00

Holdings

Fixed income95.13%
Cash4.88%
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
-- US Treasury Note 1%6.28%
-- US Treasury Note 0.875%5.72%
-- US Treasury Note 0.625%2.89%
-- US Treasury TIP1.98%
-- US Treasury Note 2.5%1.88%
-- FFCB FRN1.35%
-- FFCB FRN1.24%
-- GNMA CMO 1.061%1.07%
-- Fed Natl Mort Assc 3.5%0.99%
-- GNMA CMO 1.705%0.93%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.