SRBFX Mutual Fund

SRBFX Mutual Fund (Columbia Total Return Bond Fund Class Inst) is managed by Columbia Threadneedle Investments with $1.77B in net assets. SRBFX expense ratio is 0.49%, holding 1304 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 1978-12-05.

SRBFX performance shows a YTD return of -0.36%. The 1-year return is 3.09% and the 5-year return is -0.56%. SRBFX dividend yield stands at 4.52%, paid monthly.

SRBFX top holdings include Province Of Alberta Canada 3.6 2028-04-11 (4.6%), Umbs 30Yr Tba(Reg A) 5.5% Mar 13, 2023 (1.7%), Ginnie Mae (1.6%), Fnma 30Yr Umbs (1.3%), Fannie Mae Or Freddie Mac (1.2%). Go to all SRBFX holdings, SRBFX sectors, or SRBFX dividends.

SRBFX can be compared against other funds. Use SRBFX overlap to find shared positions, or SRBFX vs another fund for a side-by-side view. SRBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.