CTBRX Mutual Fund
CTBRX Mutual Fund
CTBRX Mutual Fund
Columbia Total Return Bond Fund Class Inst2
CTBRX Mutual Fund Overview
CTBRX Mutual Fund (Columbia Total Return Bond Fund Class Inst2) is managed by Columbia Threadneedle Investments with $297.4M in net assets. CTBRX expense ratio is 0.41%, holding 1228 positions across sectors including Financials, Health Care, Industrials. Inception date: 2012-11-08.
CTBRX performance shows a YTD return of 0.11%. The 1-year return is 1.94% and the 5-year return is -0.39%. CTBRX dividend yield stands at 5.01%, paid monthly.
CTBRX top holdings include Columbia Short Term Cash Fund (9.4%), Umbs 30Yr Tba(Reg A) 5.5% May 11, 2023 (1.7%), Ginnie Mae (1.6%), Fnma 30Yr Umbs (1.3%), Umbs 30Yr Tba(Reg A) 3.5% May 13, 2021 (1.2%). Go to all CTBRX holdings, CTBRX sectors, or CTBRX dividends.
CTBRX can be compared against other funds. Use CTBRX overlap to find shared positions, or CTBRX vs another fund for a side-by-side view. CTBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.