| 9.22 Net Asset Value | 0.00% 1 Day | -2.54% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.74% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -1.43% | 3 years | +4.50% | |
| 3 months | -0.96% | 5 years | +5.86% | |
| 1 year | +1.17% | Since inception | +7.62% |
| UMMGX | Category | |
|---|---|---|
| Performance 5-yr return | +5.86% | +5.97% |
| Expense ratio | 0.74% | 0.92% |
| Risk 5 year sharpe ratio | 1.40 | 1.25 |
| Net assets | $1.2B | $3.4B |
| Average market cap | $6.7B | -- |
| Average P/E | 7.9 | -- |
| Portfolio turnover | 10% | 10% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Michael Zazzarino / 7 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Us 2yr Note Jun 13 | 6.19% |
| -- Fannie Mae Single Family TBA 2.5% 2028-04-01 | 4.25% |
| -- FHLMC 4% | 3.78% |
| -- Us 5yr Note Jun 13 | 3.73% |
| -- Us 10yr Note Jun 13 | 3.07% |
| -- FNMA 4% | 2.96% |
| -- US Treasury Note 0.25% | 2.90% |
| -- Us Long Bond Jun 13 | 2.88% |
| -- U S Treas Sec Stripped Int Pmt | 2.69% |
| -- Fannie Mae Single Family TBA 3% 2043-04-01 | 2.56% |
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