4 / 5 Stars
4 4 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#42 in Short-Term Bond
U.S. News evaluated 120 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.62 percent over the past year, 2.99 percent over the past three years, 6.04 percent over the past five years, and 3.74 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.5%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||6.0%|
|10 Years (Annualized)||3.7%|
The investment seeks to provide shareholders with a level of current income consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in corporate bonds. It will primarily invest in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Barclays U.S. 1-5 Year Corporate Index (the index).
Fees are High compared to funds in the same category.
Columbia Limited Duration Credit Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.