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Columbia Income Opportunities C (RIOCX)

8.57
+0.02
+(0.23%)
At close: 8:04:26 PM EDT

Fund Summary

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 Income Opportunities C

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 698.61M
YTD Return 0.89%
Yield 4.77%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Operations

Last Dividend 0.11
Last Cap Gain -7.00
Holdings Turnover 41.00%
Average for Category --

Fees & Expenses

Expense RIOCX Category Average
Annual Report Expense Ratio (net) 1.71% 0.95%
Prospectus Net Expense Ratio 1.71% --
Prospectus Gross Expense Ratio 1.82% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.88%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Spencer Sutcliffe is a portfolio manager and senior analyst for the High-Yield Fixed-Income Sector Team at Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments legacy firms in 2010. Previously, Spencer was a senior high-yield analyst for Principal Global Investors. He has additional experience as an assistant vice president for 40/86 Advisors and as a financial Analyst for Conseco. Spencer has been in the investment industry since 2001. He holds a B.B.A. in economics from Marshall University and received an MBA in finance from Butler University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_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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