Nasdaq - Delayed Quote USD
Columbia Total Return Bond Fund (LIBCX)
30.18
+0.06
+(0.20%)
At close: 8:04:20 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
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Thrivent – Advisory Eligible
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
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 | 3.01% |
| Yield | 3.86% |
| Morningstar Rating | |
| Inception Date | Oct 02, 2024 |
Performance & Risk
| YTD Return | 2.15% |
| 5y Average Return | -0.01% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
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