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Columbia Short Term Bond Fund (NSTRX)

9.80
0.00
(0.00%)
As of 8:09:20 AM EDT. Market Open.

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, including debt instruments issued by the U.S. government and its agencies, debt securities issued by corporations, mortgage- and other asset-backed securities, and dollar-denominated securities issued by foreign governments, companies or other entities. The fund also invests at least 65% of its total assets in securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality.

Columbia Short Term Bond Fund

Boston MA 02111
One Financial Center

Fund Overview

Category Short-Term Bond
Fund Family Columbia Threadneedle
Net Assets 1.45B
YTD Return 1.36%
Yield 4.49%
Morningstar Rating
Inception Date Sep 30, 1992

Fund Operations

Last Dividend 0.11
Last Cap Gain -2.00
Holdings Turnover 81.00%
Average for Category --

Fees & Expenses

Expense NSTRX Category Average
Annual Report Expense Ratio (net) 0.71% 0.68%
Prospectus Net Expense Ratio 0.71% --
Prospectus Gross Expense Ratio 0.86% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 2.59%
Max Deferred Sales Load -- 1.12%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ronald Stahl is a senior portfolio manager and head of the Short Duration and Stable Value Team for Columbia Threadneedle Investments. He is also a portfolio manager on a number of mutual funds and separate accounts. Previously, Mr. Stahl specialized in research, trading and active portfolio management in the corporate, government and money market sectors. He joined one of the Columbia Threadneedle legacy firms in 1998 and has been a member of the investment community since then. Mr. Stahl received a B.S. in business administration with a minor in economics from Oregon State University and an MBA from Portland State University. He is a member of the Portland Society of Financial Analysts and holds the Chartered Financial Analyst® designation.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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