Columbia Limited Duration Credit A (ALDAX)
| Prev Close: | 10.13 |
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| YTD Return*: | 0.48% |
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| Net Assets*: | 1.09B |
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| Yield*: | 1.85% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for ALDAX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Us 5yr Note (Cbt) Mar13 | 30.35 | N/A |
| General Mls Inc Medterm Nts Be 6.19% | 2.98 | N/A |
| At&T 1.4% | 2.79 | N/A |
| Transalta 4.75% | 2.54 | N/A |
| Waste Mgmt Inc Del 6.1% | 2.39 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.09B |
| Category: | Short-Term Bond |
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| Annual Report Expense Ratio (net): | 0.84% |
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Performance & Risk
| YTD Return: | 0.48% |
| 5y Avg Return: | 4.74% |
| Rank in Category (ytd): | 30 |
| % Rank in Category (ytd): | 6.68% |
| Beta (3y): | 0.21 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks to provide shareholders with a level of current income consistent with preservation of capital.
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in corporate bonds. It will primarily invest in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index. The fund may invest up to 15% of its net assets in securities rated below investment grade (i.e., junk bonds). Up to 25% of the fund's net assets may be invested in foreign investments, including emerging markets.
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