Morningstar

Columbia Total Return Bond Fund Class R CIBRX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $28.94  /  +0.28 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.68%
  • Average Effective Duration 6.38 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CIBRX

Will CIBRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIBRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIBRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not for index-huggers.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

Columbia Total Return Bond isn’t afraid to be active, and that’s largely paid off.

by Brian Moriarty
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Portfolio Holdings CIBRX

More CIBRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.36 150M
Cash and Equivalents

ICE: (CDX.NA.HY.46.V1)

1.90 65M
Derivative

Federal National Mortgage Association 5%

1.75 60M
Securitized

Federal National Mortgage Association 5.5%

1.54 53M
Securitized

Government National Mortgage Association 4.5%

1.41 48M
Securitized

Fnma Pass-Thru I 3.5%

1.16 40M
Securitized

Federal National Mortgage Association 3.5%

1.07 37M
Securitized

Government National Mortgage Association 4%

0.98 34M
Securitized

Federal National Mortgage Association 6%

0.92 32M
Securitized

Federal Home Loan Mortgage Corp. 4.5%

0.90 31M
Securitized

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