Morningstar

Columbia Total Return Bond Fund Class A LIBAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $29.17  /  −0.21 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.95%
  • Average Effective Duration 6.38 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LIBAX

Will LIBAX 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 LIBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIBAX 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 LIBAX’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 LIBAX

More LIBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short Term Cash Fund

5.08 155M
Cash and Equivalents

Federal National Mortgage Association

1.72 53M
Securitized

Government National Mortgage Association

1.57 48M
Securitized

Fnma Pass-Thru I

1.25 38M
Securitized

Federal National Mortgage Association

1.19 36M
Securitized

Government National Mortgage Association

1.09 33M
Securitized

Federal National Mortgage Association

1.04 32M
Securitized

JPMorgan Chase & Co.

1.02 31M
Corporate

Federal National Mortgage Association

0.99 30M
Securitized

Federal Home Loan Mortgage Corp.

0.98 30M
Securitized

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