Morningstar

Columbia Quality Income Fund Institutional 3 Class CUGYX

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

Strategy

The investment seeks to provide shareholders with current income as its primary objective and, as its secondary objective, preservation of capital. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in mortgage-related securities. Its investments in mortgage-related securities include investments in stripped mortgage-backed securities such as interest-only (IO) and principal-only (PO) securities. The fund 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
CUGZX	Columbia Quality Income Fund Institutional Class	Institutional	Open			Sep 27, 2010	$438.54M	0.620%	Average	$2,000	$32.69M
CGVRX	Columbia Quality Income Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$12.64M	0.540%	Below Average	$0	$655,077.59
CUGYX	Columbia Quality Income Fund Institutional 3 Class	Institutional	Open			Oct 1, 2014	$547.53M	0.480%	Low	$1M	−$24.98M
AUGAX	Columbia Quality Income Fund Class A	Front Load	Open			Feb 14, 2002	$153.21M	0.870%	Low	$2,000	−$16.44M
AUGCX	Columbia Quality Income Fund Class C	Level Load	Open			Feb 14, 2002	$2.68M	1.620%	Low	$2,000	−$416,176.76

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