Morningstar

Columbia Income Opportunities Fund Institutional 2 Class CEPRX

Medalist Rating as of Aug 31, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks a high total return through current income and capital appreciation. Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIODX	Columbia Income Opportunities Fund Class S	No Load	Open			Oct 2, 2024	$9.75M	0.710%	Average	$0	−$1.73M
CIOZX	Columbia Income Opportunities Fund Institutional Class	Institutional	Open			Sep 27, 2010	$267.93M	0.710%	Above Average	$2,000	−$13.47M
CIOYX	Columbia Income Opportunities Fund Institutional 3 Class	Institutional	Open			Mar 7, 2011	$141.15M	0.590%	Below Average	$1M	−$9.63M
CEPRX	Columbia Income Opportunities Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$67.73M	0.640%	Average	$0	−$25.78M
AIOAX	Columbia Income Opportunities Fund Class A	Front Load	Open			Jun 19, 2003	$157.61M	0.960%	Average	$2,000	−$21.00M
RIOCX	Columbia Income Opportunities Fund Class C	Level Load	Open			Jun 19, 2003	$4.67M	1.710%	Average	$2,000	−$793,138.72

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