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Columbia Total Return Bond Inst SRBFX

Analyst rating as of

Morningstar’s Analysis

Will SRBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Growing into its potential.

Senior Analyst


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Changes in Columbia Total Return Bond’s management team at the end of 2017 have led the strategy to abandon its corporate credit bias for an arguably more balanced multisector style. Since then, the duo at the helm, supported by a deep global research team, has demonstrated strength and discipline, though the investment process tends to result in a riskier portfolio than peers’. The strategy’s cheapest share classes earn an upgrade of their Morningstar Analyst Rating to Bronze while more expensive shares remain at Neutral.

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