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    Columbia US Government Mortgage Z (CUGZX)

    5.51 0.00(0.00%) Dec 24
    Prev Close:5.51
    YTD Return*:5.72%
    Net Assets*:1.84B
    Yield*:3.03%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for CUGZX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    5 Year US Treasury Note Future Dec145.50N/A
    Fed Natl Mort Assc 3%4.06N/A
    Fed Natl Mort Assc 4%4.04N/A
    Fed Natl Mort Assc 4.5%2.79N/A
    10 Year US Treasury Note Future Dec142.46N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.84B
    Category:Intermediate Government
    Annual Report Expense Ratio (net):0.61%

    Performance & Risk

    YTD Return:5.72%
    5y Avg Return:5.89%
    Rank in Category (ytd):15
    % Rank in Category (ytd):4.7%
    Beta (3y):0.59
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks current income, with a secondary objective of preservation of capital. The fund's assets primarily are invested in mortgage-related securities. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in mortgage-related securities that either are issued or guaranteed as to principal and interest by the U.S. government, its agencies, authorities or instrumentalities. View More
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