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Columbia Total Return Bond Inst2 (CTBRX)

29.10 +0.07 (+0.24%)
At close: April 26 at 8:00 PM EDT

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Kestra Financial

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Columbia Threadneedle
Net Assets 2.99B
YTD Return -0.68%
Yield 4.84%
Morningstar Rating
Inception Date Feb 01, 2002

Performance & Risk

YTD Return -3.38%
5y Average Return 0.51%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

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