Columbia Total Return Bond A
One Financial Center Boston MA 02111
Map
Phone: 800-345-6611
| Category: | Intermediate-Term Bond | | Fund Family: | Columbia | | Net Assets: | 20.01M | | Year-to-Date Return: | 13.68% | | Yield: | 4.58% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Nov-92 |
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Kevin L. Cronk
Lead Manager since
30-Nov-04 | | | Cronk is a managing director and senior portfolio manager and leads the high yield team at Columbia Management. In addition to managing high yield mutual funds and separate accounts, he also manages the high yield allocations of several multi-sector and core-plus funds. Mr. Cronk joined Columbia Management in 1999.Previously, Mr. Cronk was a member of the high yield group at Putnam Investments. Cronk holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return, consisting of current income and capital appreciation. The fund normally invests at least 80% of total assets in bonds, including debt securities issued by the U.S. government and its agencies, debt securities issued by corporations, mortgage- and other asset-backed securities, and dollar-denominated securities. It normally invests at least 65% of assets in investment-grade securities. The fund may invest up to 20% of assets in below investment-grade securities. It may also invest up to 20% of assets in non-U.S. dollar denominated foreign debt securities. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(18-May-05):
| 0.03 | | Annual Holdings Turnover
| 223.00% | | Average for Category:
| 217.63% |
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| Expense | NSFAX | Category
Avg | | Total Expense Ratio: | 0.91%
| 0.96% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 3.25%
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 606 | $459 | | 5 Yr Expense Projection*: |
$ 812 | $706 | | 10 Yr Expense Projection*: |
$ 1,408 | $1,423 |
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0.17% Nasdaq 0.00%
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