3 / 5 Stars
3 3 5 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#51 in Short-Term Bond
U.S. News evaluated 111 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 1.71 percent over the past year, 1.95 percent over the past three years, 2.95 percent over the past five years, and 2.93 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.4%|
|3 Years (Annualized)||1.9%|
|5 Years (Annualized)||2.9%|
|10 Years (Annualized)||2.9%|
The investment seeks current income, consistent with minimal fluctuation of principal. The fund normally invests at least 80% of net assets in bonds, including debt securities 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. The fund's dollar-weighted average effective maturity will be three years or less, and its duration will be three years or less.
Fees are Low compared to funds in the same category.
Columbia Short Term Bond Fund has an expense ratio of 0.74 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.