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Columbia Total Return Bond Inst SRBFX

Analyst rating as of
NAV / 1-Day Return
36.35  /  0.11 %
Total Assets
3.9 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
6.02 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
3.00%
Effective Duration
5.87 years
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Morningstar’s Analysis

Will SRBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A niche mortgage-focused core plus bond fund.

Senior Analyst

Summary

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Columbia Total Return Bond is a niche mortgage-focused core plus fund. Its experienced team executes a fundamentally driven process paired with robust portfolio risk management. The strategy earns a Morningstar Analyst Rating of Bronze on its cheapest share classes, while its more-expensive share classes earn Neutral ratings.

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