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.
Will SRBFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SRBFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SRBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SRBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.