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Columbia Limited Duration Credit Instl (ALDIX)

10.01 Down 0.01(0.10%) Aug 29
Prev Close:10.02
YTD Return*:1.94%
Net Assets*:1.17B

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.


  • No Headlines available for ALDIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Nbcuniversal Media 4.375%2.09N/A
General Mls Inc Medterm Nts Be 6.19%2.02N/A
Verizon Comms 3.5%1.98N/A
Liberty Mut Grp 144A 6.7%1.75N/A
British Sky Broadcstg Grp 144A 3.125%1.69N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.17B
Category:Short-Term Bond
Annual Report Expense Ratio (net):0.47%

Performance & Risk

YTD Return:1.94%
5y Avg Return:4.73%
Rank in Category (ytd):10
% Rank in Category (ytd):1.92%
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 Barclays U.S. 1-5 Year Corporate Index (the index). View More
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