CLMVX – Columbia Mortgage Opportunities Inst2 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

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
CLMDX	Columbia Mortgage Opportunities Fund Class S	No Load	Open			Oct 2, 2024	$2.92M	0.740%	Average	$0	−$2.88M
CLMZX	Columbia Mortgage Opportunities Fund Institutional Class	Institutional	Open			Apr 30, 2014	$1.22B	0.740%	Above Average	$2,000	$100.08M
CLMVX	Columbia Mortgage Opportunities Fund Institutional 2 Class	Institutional	Open			Apr 30, 2014	$884.42M	0.700%	Above Average	$0	$618.32M
CMOYX	Columbia Mortgage Opportunities Fund Institutional 3 Class	Institutional	Open			Mar 1, 2017	$219.10M	0.650%	Average	$1M	$12.29M
CLMAX	Columbia Mortgage Opportunities Fund Class A	Front Load	Open			Apr 30, 2014	$85.57M	0.990%	Average	$2,000	−$497.26M
CLMCX	Columbia Mortgage Opportunities Fund Class C	Level Load	Open			Apr 30, 2014	$26.63M	1.740%	Average	$2,000	−$5.89M

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