Nasdaq - Delayed Quote USD
Columbia Total Return Bond R (CIBRX)
30.19
+0.06
+(0.20%)
At close: 8:00:22 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Protected Investors of America
- E TRADE Financial
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Mony Securities Corp
- SunAmerica Securities Premier / Pinnacle
- ETrade No Load Fee
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- Firstrade
- Scottrade NTF
- Trade PMR NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.81B |
| YTD Return | 3.14% |
| Yield | 4.36% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
Performance & Risk
| YTD Return | 2.29% |
| 5y Average Return | 0.47% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
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