RFRFX – Columbia Floating Rate Inst2 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide shareholders with a high level of current income and, as a secondary objective, preservation of capital. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in floating rate loans and floating rate debt securities. These debt instruments will generally be rated non-investment grade by recognized rating agencies (similar to "high yield" investments or "junk bonds") or, if unrated, determined to be of comparable quality. It may invest up to 25% of its net assets in foreign 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
RFRFX	Columbia Floating Rate Fund Institutional 2 Class	Institutional	Open			Aug 1, 2008	$118.22M	0.720%	Average	$0	$6.38M
CFRZX	Columbia Floating Rate Fund Institutional Class	Institutional	Open			Sep 27, 2010	$261.60M	0.760%	Above Average	$2,000	−$80.24M
CFRYX	Columbia Floating Rate Fund Institutional 3 Class	Institutional	Open			Jun 1, 2015	$172.35M	0.680%	Below Average	$1M	$73.91M
RFRAX	Columbia Floating Rate Fund Class A	Front Load	Open			Feb 16, 2006	$153.96M	1.010%	Average	$2,000	−$24.42M
RFRCX	Columbia Floating Rate Fund Class C	Level Load	Open			Feb 16, 2006	$19.31M	1.760%	Average	$2,000	−$7.10M

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