Morningstar

Columbia Total Return Bond Fund Institutional 3 Class CTBYX

Medalist Rating as of Apr 27, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks total return, consisting of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments.

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
SRBAX	Columbia Total Return Bond Fund Class S	No Load	Open			Oct 2, 2024	$48.85M	0.490%	Average	$0	−$3.98M
SRBFX	Columbia Total Return Bond Fund Institutional Class	Institutional	Open			Dec 5, 1978	$1.62B	0.490%	Above Average	$2,000	$102.37M
CTBRX	Columbia Total Return Bond Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$309.33M	0.410%	Below Average	$0	$116.38M
CTBYX	Columbia Total Return Bond Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$422.30M	0.390%	Below Average	$1M	−$1.61M
LIBAX	Columbia Total Return Bond Fund Class A	Front Load	Open			Jul 31, 2000	$480.13M	0.740%	Average	$2,000	−$19.23M
LIBCX	Columbia Total Return Bond Fund Class C	Level Load	Open			Feb 1, 2002	$20.95M	1.490%	Average	$2,000	−$404,481.67
CIBRX	Columbia Total Return Bond Fund Class R	Retirement, Medium	Open			Jan 23, 2006	$3.37M	0.990%	Above Average	$0	$35,088.09

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