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Columbia Limited Duration Credit R5 (CTLRX)

9.96 0.00(0.00%) Sep 15
Prev Close:9.96
YTD Return*:2.27%
Net Assets*:1.18B
Yield*:2.52%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CTLRX 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:1.18B
Category:Short-Term Bond
Annual Report Expense Ratio (net):0.54%

Performance & Risk

YTD Return:2.27%
5y Avg Return:4.30%
Rank in Category (ytd):9
% Rank in Category (ytd):1.73%
Beta (3y):0.28
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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