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Columbia Bond Inst UMMGX

Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 30.26  /  0.11 %
  • Total Assets 929.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.520%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.89%
  • Effective Duration 7.15 years

Morningstar’s Analysis UMMGX

Will UMMGX outperform in future?

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

This mortgage-focused fund got pummeled in 2022.

Senior Analyst

Summary

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Columbia Bond benefits from a veteran team of managers who implement a sensible relative value process with a focus on various types of mortgage-backed securities. The strategy earns a Morningstar Analyst Rating of Neutral on its cheapest share classes, while its more expensive share class is rated Negative.

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