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Columbia Total Return Bond Fund Institutional Class (SRBFX)

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30.31 +0.12    +0.40%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.36B
Columbia Total Return Bond Z 30.31 +0.12 +0.40%

SRBFX Overview

 
Find basic information about the Columbia Total Return Bond Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SRBFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.75%
Prev. Close30.19
Risk Rating
TTM Yield4.77%
ROE18.42%
IssuerN/A
Turnover261%
ROA4.54%
Inception Date28829
Total Assets1.36B
Expenses0.49%
Min. Investment2,000
Market Cap6.32B
CategoryIntermediate Core - Plus Bond
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Columbia Total Return Bond Fund Institutional Class Analysis


Performance

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Condition

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%

Frequency

Frequency

Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1062 1064 1148 944 1069 1288
Fund Return 6.23% 6.44% 14.84% -1.9% 1.34% 2.56%
Place in category 61 15 23 400 105 53
% in Category 11 3 3 80 25 20

Top Bond Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Strategic Income Z 3.27B 6.39 1.29 3.67
  Columbia Variable Portfolio Interm1 2.91B 5.88 -2.38 2.39
  Variable Portfolio American Centur1 2.24B 5.07 -1.99 2.10
  Columbia Strategic Income A 987.04M 6.21 1.03 3.40
  Columbia Corporate Income Z 843.61M 5.59 -0.62 3.04

Top Funds for Intermediate Core-Plus Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Income 70.32B 5.78 0.37 2.91
  Strategic Advisers Core Income 42.86B 5.18 -1.29 2.31
  PIMCO Total Return Instl 39.21B 5.69 -1.20 2.16
  Bridge Builder Core Plus Bond 36.41B 5.56 -0.59 -
  Baird Core Plus Bond Inst 34.3B 5.35 -0.67 2.58

Top Holdings

Name ISIN Weight % Last Change %
Government National Mortgage Association 5% - 2.47 - -
Federal National Mortgage Association 5.5% - 1.77 - -
Government National Mortgage Association 4.5% - 1.61 - -
Fnma Pass-Thru I 3.5% - 1.46 - -
Fnma Pass-Thru I 4% - 1.27 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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