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Columbia Limited Duration Credit A (ALDAX)

9.60 0.00 (0.00%)
At close: April 26 at 8:01 PM EDT

Fund Summary

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 primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index (the index).

Columbia Limited Duration Credit A

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category Short-Term Bond
Fund Family Columbia Threadneedle
Net Assets 527.54M
YTD Return 0.55%
Yield 3.15%
Morningstar Rating
Inception Date Jun 19, 2003

Fund Operations

Last Dividend 0.08
Last Cap Gain -3.00
Holdings Turnover 61.00%
Average for Category --

Fees & Expenses

Expense ALDAX Category Average
Annual Report Expense Ratio (net) 1.45% 0.68%
Prospectus Net Expense Ratio 1.45% --
Prospectus Gross Expense Ratio 1.58% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Thomas W. Murphy, Lead Manager since June 19, 2003
Tom Murphy is a senior portfolio manager and head of the Investment Grade Credit Team at Columbia Threadneedle Investments. Mr. Murphy joined one of the Columbia Threadneedle Investments legacy firms in 2002 and has held his current position since that time. Previously, Mr. Murphy was a managing director and portfolio manager at BlackRock Financial Management, where he was senior strategist for investment-grade corporate bonds, a senior member of the investment grade corporate portfolio management team, and lead portfolio manager for the firm’s investment grade corporate-only portfolios. Prior to that, Mr. Murphy was with Zurich Scudder Investments for ten years, holding a number of positions including corporate sector team leader. He has been in the investment industry since 1986. Mr. Murphy received a B.B.A. from the University of Notre Dame and an MBA from the University of Michigan. In addition, he holds the Chartered Financial Analyst® designation.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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