Columbia Total Return Bond Fund Institutional 2 Class
CTBRX
NASDAQ
| Weiss Ratings | CTBRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | CTBRX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Jason J. Callan (10), Gene R. Tannuzzo (8), Alex Christensen (5), 1 other | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CTBRX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Total Return Bond Fund Institutional 2 Class | |||
| Category | Intermediate Core-Plus Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CTBRX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.83% | |||
| Dividend | CTBRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.00% | |||
| Asset Allocation | CTBRX-NASDAQ | Click to Compare |
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| Cash | 8.22% | |||
| Stock | 0.68% | |||
| U.S. Stock | 0.68% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 90.68% | |||
| U.S. Bond | 82.97% | |||
| Non-U.S. Bond | 7.71% | |||
| Preferred | 0.03% | |||
| Convertible | 0.04% | |||
| Other Net | 0.35% | |||
| Price History | CTBRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.14% | |||
| 30-Day Total Return | -2.41% | |||
| 60-Day Total Return | -1.04% | |||
| 90-Day Total Return | -0.89% | |||
| Year to Date Total Return | -0.83% | |||
| 1-Year Total Return | 4.80% | |||
| 2-Year Total Return | 11.28% | |||
| 3-Year Total Return | 15.82% | |||
| 5-Year Total Return | -0.08% | |||
| Price | CTBRX-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 | CTBRX-NASDAQ | Click to Compare |
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| Nav | $30.32 | |||
| 1-Month Low NAV | $30.32 | |||
| 1-Month High NAV | $31.25 | |||
| 52-Week Low NAV | $29.83 | |||
| 52-Week Low NAV (Date) | Apr 11, 2025 | |||
| 52-Week High NAV | $31.28 | |||
| 52-Week High Price (Date) | Oct 22, 2025 | |||
| Beta / Standard Deviation | CTBRX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 6.52 | |||
| Balance Sheet | CTBRX-NASDAQ | Click to Compare |
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| Total Assets | 3.19B | |||
| Operating Ratios | CTBRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.41% | |||
| Turnover Ratio | 229.00% | |||
| Performance | CTBRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.15% | |||
| Last Bear Market Total Return | -7.20% | |||