Columbia Bond Fund Class Z (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-1.05% 3 years+2.06%
3 months-0.88% 5 years+3.74%
1 year+3.19% Since inception+7.27%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+3.74%+4.62%
Expense ratio0.73%0.87%
Risk 5 year sharpe ratio1.351.46
Net assets$654.3M$3.6B
Average market cap$7.4B--
Average P/E41.4--
Portfolio turnover360%360%

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Fund Management and Purchase Info

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


Fixed income92.88%
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
-- 3.83%
-- 3.34%
-- 3.20%
-- 2.78%
-- 2.25%
-- 2.25%
-- 2.23%
-- 2.12%
-- 1.99%
-- 1.66%

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