Columbia Bond Fund Institutional Class (UMMGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
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 and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities- debt securities issued by corporations- and mortgage- and other asset-backed securities that- at the time of purchase- are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.


1 month-0.05% 3 years+1.72%
3 months-1.88% 5 years+1.76%
1 year+1.75% Since inception+6.76%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+1.76%+2.05%
Expense ratio0.75%0.77%
Risk 5 year sharpe ratio0.460.47
Net assets$420.4M$4.4B
Average market cap$8.5B$11.2B
Average P/E17.621.1
Portfolio turnover375%375%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureJason Callan / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


Fixed income106.36%
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
-- 12.73%
-- 2.84%
-- 2.56%
-- 2.49%
-- 2.47%
-- 2.06%
-- 2.04%
-- 1.69%
-- 1.48%
-- 1.43%