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Nasdaq - Delayed Quote USD
Columbia Floating Rate Inst (CFRZX)
33.11
-0.02
(-0.06%)
As of 8:08:43 AM EDT. Market Open.
Loading Chart for CFRZX
- Previous Close
33.13 - YTD Return 0.73%
- Expense Ratio 0.76%
- Category Bank Loan
- Last Cap Gain -16.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 805.48M
- Beta (5Y Monthly) 0.17
- Yield 8.07%
- 5y Average Return --
- Holdings Turnover 80.00%
- Last Dividend 0.42
- Inception Date Sep 27, 2010
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.
Columbia Threadneedle
Fund Family
Bank Loan
Fund Category
805.48M
Net Assets
2010-09-27
Inception Date
Performance Overview: CFRZX
View MoreTrailing returns as of 3/27/2025. Category is Bank Loan.
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Holdings: CFRZX
View MoreSector Weightings
SectorCFRZX
Communication Services 70.14%
Utilities 15.84%
Energy 9.72%
Consumer Defensive 4.24%
Consumer Cyclical 0.07%
Real Estate 0.00%
Basic Materials 0.00%
Technology 0.00%
Financial Services 0.00%
Industrials 0.00%
Healthcare 0.00%
Recent News: CFRZX
View MoreResearch Reports: CFRZX
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