Address And Details

P. O. Box 219104 , Kansas City, MO 64121-9104
Fund Manager Ronald B. Stahl
Manager Tenure 14 Years 10 Months

Strategy And Objective

Columbia Short Term Bond Fund (the Fund) seeks current income, consistent with minimal fluctuation of principal. Under normal circumstances, 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 (at June 30, 2020, the Fund held 82.57% in securities of investment grade quality, exclusive of the Fund investments in cash and cash equivalents, which was 2.99%).

Net Asset Value

as of 5:18 PM ET 08/23/2021

Performance

  • 1 Week
  • 0.00%
  • 1 Month
  • -0.10%
  • 3 Months
  • 0.00%
  • 1 Yr Return
  • +1.10%
  • 5 Yr Return
  • +1.00%

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 103.08%
Cash 2.74%
Stocks 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Other -5.83%
Total Net Assets 241.28 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -0.20 0.02 0.03
Beta 0.51 0.42 0.33
R Squared 0.14 0.14 0.13
Std Deviation 4.71 3.67 2.65
Sharpe Ratio 0.42 0.24 n/a

Purchase Information

as of 5:05 PM ET 08/19/2021
Minimum Initial $2000
Minimum Additional $0
Minimum Initial IRA $1000

Performance

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
  • +2.24%
  • +5.45%
+2.24% +5.45%
3 Year
  • +3.03%
  • +3.12%
+3.03% +3.12%
10 Year
  • +1.49%
  • +1.47%
+1.49% +1.47%
Life Of Fund
  • +3.40%
  • +3.43%
+3.40% +3.43%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

Recent Articles from TheStreet

anxiety grocery mask sh

Jensen: Economy Has a Bearish Outlook

Real Money's Bret Jensen says a slower-than-expected pandemic recovery is a warning for the stock market.

Pfizer vaccine Lead

FDA Panel Recommends Covid Booster Shots for 65, Older and Those at High Risk

Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.

Ford Lead

Stock Market Today With Jim Cramer: How to Trade Ford

Jim Cramer discusses Ford and the impact of the impending tax policy changes on the stock market.

Jim Cramer: Stay Long Thermo Fisher, Sell FEI

Thermo Fisher Climbs on Strong 2022 Guidance

Thermo Fisher expects revenue to increase 12% year over year next year to $40.3 billion.