Address And Details

P. O. Box 219104 , Kansas City, MO 64121-9104
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

Columbia AMT-Free South Carolina Intermediate Muni Bond Fund (the Fund) seeks current income exempt from U.S. federal income tax and South Carolina individual income tax, consistent with moderate fluctuation of principal. As a matter of non-fundamental policy (which may be changed without shareholder approval), under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)) and South Carolina individual income tax. These securities are issued by or on behalf of the State of South Carolina and its political subdivisions, agencies, authorities and instrumentalities, by other qualified issuers and by funds that invest in such securities. Qualified issuers include issuers located in U.S. territories, such as Guam, Puerto Rico and the U.S. Virgin Islands. The Fund may invest up to 20% of its net assets in securities that pay interest subject to taxation. In addition, as a matter of non-fundamental policy, the Fund will not invest in securities that pay interest subject to the federal AMT. The non-fundamental policies discussed above may be changed by the Fund s Board of Trustees without shareholder approval as long as shareholders are given at least 60 days advance written notice of such change.

Net Asset Value

as of 5:38 PM ET 09/02/2021


  • 1 Week
  • -0.10%
  • 1 Month
  • -0.48%
  • 3 Months
  • -0.10%
  • 1 Yr Return
  • -0.19%
  • 5 Yr Return
  • -1.61%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 98.12%
Other 0.98%
Cash 0.90%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 73.92 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.28 -0.69 -0.58
Beta 0.77 0.82 0.82
R Squared 0.97 0.97 0.96
Std Deviation 3.12 3.24 3.01
Sharpe Ratio 0.90 0.36 n/a

Purchase Information

as of 5:07 PM ET 08/26/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0


Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +1.90%
  • +3.01%
+1.90% +3.01%
3 Year
  • +3.92%
  • +3.92%
+3.92% +3.92%
10 Year
  • +2.93%
  • +3.15%
+2.93% +3.15%
Life Of Fund
  • +4.29%
  • +4.31%
+4.29% +4.31%

Top 10 Holdings

Symbol Company Name % Of Assets

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