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+1.75% 3 years+3.10%
3 months+1.81% 5 years+4.31%
1 year+5.84% Since inception+7.31%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+4.31%+4.78%
Expense ratio0.73%0.88%
Risk 5 year sharpe ratio1.551.63
Net assets$695.8M$3.4B
Average market cap$7.9B--
Average P/E53.7--
Portfolio turnover360%360%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureMichael Zazzarino / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--


Fixed income94.61%
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
-- 10 Year US Treasury Note Future Dec143.47%
-- Resolution Fdg Fed Bk Prin Stp3.08%
-- Fed Natl Mort Assc 5%2.88%
-- FNMA 4%2.84%
-- US Treasury Note 1%2.69%
-- Resolution Fdg Fed Bk Prin Stp2.18%
-- US Treasury TIP1.89%
-- US Treasury Note 1.625%1.75%
-- Ginnie Mae Single Family TBA 3% 2044-10-011.61%
-- Resolution Fdg Fed Bk Prin Stp1.42%

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