| 10.35 Net Asset Value | -0.10% 1 Day | -1.99% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.54% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -1.83% | 3 years | -- | |
| 3 months | -0.36% | 5 years | -- | |
| 1 year | +6.05% | Since inception | +7.31% |
| CPTIX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.97% |
| Expense ratio | 0.54% | 0.92% |
| Risk 5 year sharpe ratio | 1.14 | 1.25 |
| Net assets | $1.5B | $3.4B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 6% | 6% |
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| Fund family | Columbia |
| Fund manager & tenure | Brian Lavin / 3 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 100.00% |
| Business service | 0.00% |
| Consumer goods | 0.00% |
| Energy | 0.00% |
| Financial service | 0.00% |
| -- Us 10yr Note Jun 13 | 19.09% |
| -- Us 5yr Note Jun 13 | 4.77% |
| -- Us Long Bond Jun 13 | 4.49% |
| -- General Elec Cap Corp Mtn Be 4.65% | 3.04% |
| -- At&T 144A 4.35% | 2.63% |
| -- Duke Engy Corp New 3.55% | 2.03% |
| -- Anadarko Pete 5.95% | 1.80% |
| -- Southern Nat Gas 144A 5.9% | 1.70% |
| -- Kellogg 4% | 1.65% |
| -- News Amer 3% | 1.61% |
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