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    Columbia Limited Duration Credit R5 (CTLRX)

    9.78 0.00(0.00%) Dec 24
    Prev Close:9.78
    YTD Return*:1.76%
    Net Assets*:1.26B

    * As of 30-Nov-14

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


    • No Headlines available for CTLRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    10 Year US Treasury Note Future Dec1433.52N/A
    5 Year US Treasury Note Future Dec146.34N/A
    2 Year US Treasury Note Future Dec143.27N/A
    Sabmiller Hldgs Inc. 144A 3.75%3.20N/A
    Transalta 1.9%3.17N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.26B
    Category:Short-Term Bond
    Annual Report Expense Ratio (net):0.51%

    Performance & Risk

    YTD Return:1.76%
    5y Avg Return:3.52%
    Rank in Category (ytd):27
    % Rank in Category (ytd):5.13%
    Beta (3y):0.31
    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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