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-0.73% 3 years+1.33%
3 months-2.17% 5 years+3.22%
1 year+1.35% Since inception+7.24%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+3.22%+4.62%
Expense ratio0.73%0.87%
Risk 5 year sharpe ratio1.321.44
Net assets$626.4M$3.6B
Average market cap$7.3B--
Average P/E38.6--
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 income94.36%
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
-- 3.27%
-- 3.23%
-- 3.15%
-- 2.23%
-- 1.82%
-- 1.72%
-- 1.45%
-- 1.24%
-- 1.21%
-- 1.14%

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