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Columbia Income Opportunities C (RIOCX)

8.55
+0.05
+(0.59%)
At close: 5:21:23 PM EDT
Loading Chart for RIOCX
  • Previous Close 8.50
  • YTD Return 0.89%
  • Expense Ratio 1.71%
  • Category High Yield Bond
  • Last Cap Gain -7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 698.61M
  • Beta (5Y Monthly) 0.81
  • Yield 4.77%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.11
  • Inception Date Oct 2, 2024

Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

Columbia Threadneedle

Fund Family

High Yield Bond

Fund Category

698.61M

Net Assets

2024-10-02

Inception Date

Performance Overview: RIOCX

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Trailing returns as of 4/11/2025. Category is High Yield Bond.

YTD Return

RIOCX
0.89%
Category
3.62%
 

1-Year Return

RIOCX
5.33%
Category
14.69%
 

3-Year Return

RIOCX
3.09%
Category
6.16%
 

5-Year Return

RIOCX
5.02%
Category
6.21%
 

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Holdings: RIOCX

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Sector Weightings

SectorRIOCX
Industrials   13.79%
Technology   2.50%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: RIOCX

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Research Reports: RIOCX

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