Columbia Limited Duration Credit Fund Institutional Class
CLDZX
NASDAQ
| Weiss Ratings | CLDZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CLDZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Thomas W. Murphy (22), Royce D. Wilson (13), John Dawson (5) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CLDZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Limited Duration Credit Fund Institutional Class | |||
| Category | Short-Term Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Corporate Bond - General | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLDZX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.97% | |||
| Dividend | CLDZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | CLDZX-NASDAQ | Click to Compare |
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| Cash | 5.65% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 94.35% | |||
| U.S. Bond | 79.46% | |||
| Non-U.S. Bond | 14.89% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CLDZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.17% | |||
| 30-Day Total Return | 0.94% | |||
| 60-Day Total Return | 1.39% | |||
| 90-Day Total Return | 2.37% | |||
| Year to Date Total Return | 4.53% | |||
| 1-Year Total Return | 5.12% | |||
| 2-Year Total Return | 13.96% | |||
| 3-Year Total Return | 16.58% | |||
| 5-Year Total Return | 10.61% | |||
| Price | CLDZX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CLDZX-NASDAQ | Click to Compare |
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| Nav | $10.00 | |||
| 1-Month Low NAV | $9.94 | |||
| 1-Month High NAV | $10.00 | |||
| 52-Week Low NAV | $9.77 | |||
| 52-Week Low NAV (Date) | Jan 13, 2025 | |||
| 52-Week High NAV | $10.00 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | CLDZX-NASDAQ | Click to Compare |
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| Beta | 0.46 | |||
| Standard Deviation | 3.45 | |||
| Balance Sheet | CLDZX-NASDAQ | Click to Compare |
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| Total Assets | 503.59M | |||
| Operating Ratios | CLDZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.45% | |||
| Turnover Ratio | 96.00% | |||
| Performance | CLDZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 5.02% | |||
| Last Bear Market Total Return | -2.77% | |||