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Columbia Bond Fund Institutional Class (UMMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
29.77+0.04 (+0.13%)
At close: 08:06AM EST
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Columbia Bond Fund Institutional Class

Columbia Funds Series Trust I

One Financial Center

Boston MA 02111

800-345-6611
Management Information
Jason J. Callan,Lead Manager since January 18, 2016
Jason Callan is Head of Structured Assets, Head of Core and Core Plus and a Senior Portfolio Manager for multi-sector fixed income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2007 as a senior quantitative analyst covering Non-Agency RMBS, was promoted to portfolio manager in 2008, and head of structured assets in 2009 . Mr. Callan assumed multi-sector portfolio management responsibilities in 2016 and became lead portfolio manager on Core and Core Plus strategies in 2017. Mr. Callan is also a co-portfolio manager on the Strategic Income portfolio and a member of the Global Fixed Income Asset Allocation Committee. Previously, Mr. Callan worked at GMAC in their Principal Investments unit as a portfolio manager and an analyst. He has been a member of the investment community, specializing in structured assets, since 2003. Mr. Callan received a B.S. in Economics from the University of Minnesota and an MBA from University of Minnesota’s Carlson School of Management
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

CategoryIntermediate Core Bond
Fund FamilyColumbia Threadneedle
Net Assets862.76M
YTD Return0.99%
Yield2.61%
Morningstar Rating★★★
Inception DateJan 8, 1986

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover224.00%
Average for CategoryN/A

Fees & Expenses

ExpenseUMMGXCategory Average
Annual Report Expense Ratio (net)0.77%0.61%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio0.65%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection195N/A
5 Yr Expense Projection349N/A
10 Yr Expense Projection798N/A
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