Nasdaq - Delayed Quote USD

Columbia Mortgage Opportunities Inst2 (CLMVX)

8.24
-0.03
(-0.36%)
At close: 8:05:26 AM EDT

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

Columbia Mortgage Opportunities Inst2

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category Nontraditional Bond
Fund Family Columbia Threadneedle
Net Assets 2.14B
YTD Return 6.40%
Yield 5.60%
Morningstar Rating
Inception Date Mar 01, 2017

Fund Operations

Last Dividend 0.16
Last Cap Gain -48.00
Holdings Turnover 713.00%
Average for Category --

Fees & Expenses

Expense CLMVX Category Average
Annual Report Expense Ratio (net) 0.74% 1.23%
Prospectus Net Expense Ratio 0.74% --
Prospectus Gross Expense Ratio 0.76% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Osborn joined the Investment Manager in 2004. Mr. Osborn began his investment career in 2004 and earned a B.B.A. from the University of Wisconsin-Madison.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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