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Columbia Bond Inst UMMGX

Analyst rating as of
NAV / 1-Day Return
29.08  /  0.09 %
Total Assets
891.8 Mil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Fee Level
Above Average
Longest Manager Tenure
6.85 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.51%
Effective Duration
7.35 years

Morningstar’s Fund Analysis UMMGX

Will UMMGX outperform in future?

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

A niche mortgage-focused core bond fund.

Senior Analyst

Summary

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Columbia Bond is a niche mortgage-focused core fund. Its experienced team executes a fundamentally driven process paired with robust portfolio risk management. The strategy earns Morningstar Analyst Ratings of Neutral for its cheapest share classes, while its more expensive share class earns a Negative rating.

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