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Columbia Bond Fund (UMMGX)

29.67
+0.18
+(0.61%)
As of 8:09:00 AM EDT. Market Open.
Loading Chart for UMMGX
  • Previous Close 29.49
  • YTD Return 2.95%
  • Expense Ratio 0.49%
  • Category Intermediate Core Bond
  • Last Cap Gain -26.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 999.85M
  • Beta (5Y Monthly) 1.11
  • Yield 4.30%
  • 5y Average Return --
  • Holdings Turnover 262.00%
  • Last Dividend 0.21
  • Inception Date Oct 2, 2024

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that, at the time of purchase, are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.

Columbia Threadneedle

Fund Family

Intermediate Core Bond

Fund Category

999.85M

Net Assets

2024-10-02

Inception Date

Performance Overview: UMMGX

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Trailing returns as of 3/27/2025. Category is Intermediate Core Bond.

YTD Return

UMMGX
2.95%
Category
1.22%
 

1-Year Return

UMMGX
6.88%
Category
0.77%
 

3-Year Return

UMMGX
0.37%
Category
5.26%
 

5-Year Return

UMMGX
0.00%
Category
3.02%
 

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Holdings: UMMGX

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Sector Weightings

SectorUMMGX
Energy   3.57%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

Recent News: UMMGX

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Research Reports: UMMGX

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