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Columbia Mortgage Opportunities Fund Class C (CLMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.670.00 (0.00%)
At close: 8:05AM EDT
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Columbia Mortgage Opportunities Fund Class C

Columbia Funds Series Trust II

225 FRANKLIN STREET

BOSTON MA 02110

800-345-6611
Management Information
Ryan Osborn,Lead Manager since February 7, 2019
Mr. Osborn began his investment career in 2004 and earned a B.B.A. from the University of Wisconsin - Madison.
Morningstar Style Box
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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.

Fund Overview

CategoryNontraditional Bond
Fund FamilyColumbia Threadneedle
Net Assets4.2B
YTD Return4.90%
Yield3.17%
Morningstar Rating★★★★★
Inception DateApr 29, 2014

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover819.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCLMCXCategory Average
Annual Report Expense Ratio (net)1.76%1.24%
Prospectus Net Expense Ratio1.76%N/A
Prospectus Gross Expense Ratio1.78%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A4.11%
Max Deferred Sales Load1.00%1.16%
3 Yr Expense Projection558N/A
5 Yr Expense Projection963N/A
10 Yr Expense Projection2,093N/A
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