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Columbia Total Return Bond Fund (LIBCX)

30.12
+0.25
+(0.84%)
At close: 5:21:26 PM EDT
Loading Chart for LIBCX
  • Previous Close 29.87
  • YTD Return 3.01%
  • Expense Ratio 1.49%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -28.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.81B
  • Beta (5Y Monthly) 1.20
  • Yield 3.86%
  • 5y Average Return --
  • Holdings Turnover 261.00%
  • Last Dividend 0.30
  • Inception Date Oct 2, 2024

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).

Columbia Threadneedle

Fund Family

Intermediate Core-Plus Bond

Fund Category

2.81B

Net Assets

2024-10-02

Inception Date

Performance Overview: LIBCX

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Trailing returns as of 4/10/2025. Category is Intermediate Core-Plus Bond.

YTD Return

LIBCX
3.01%
Category
0.61%
 

1-Year Return

LIBCX
5.23%
Category
3.06%
 

3-Year Return

LIBCX
0.67%
Category
5.69%
 

5-Year Return

LIBCX
0.63%
Category
3.75%
 

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Holdings: LIBCX

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Sector Weightings

SectorLIBCX
Industrials   25.03%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: LIBCX

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Research Reports: LIBCX

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