Columbia Strategic Income Fund Institutional Class
LSIZX
NASDAQ
| Weiss Ratings | LSIZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LSIZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Gene R. Tannuzzo (15), Jason J. Callan (7), Alex Christensen (4) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | LSIZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Strategic Income Fund Institutional Class | |||
| Category | Multisector Bond | |||
| Sub-Category | US Fixed Income | |||
| Prospectus Objective | Multisector Bond | |||
| Inception Date | Jan 29, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LSIZX-NASDAQ | Click to Compare |
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| Dividend Yield | 5.32% | |||
| Dividend | LSIZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | LSIZX-NASDAQ | Click to Compare |
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| Cash | 4.68% | |||
| Stock | 0.02% | |||
| U.S. Stock | 0.01% | |||
| Non-U.S. Stock | 0.01% | |||
| Bond | 94.54% | |||
| U.S. Bond | 82.22% | |||
| Non-U.S. Bond | 12.32% | |||
| Preferred | 0.09% | |||
| Convertible | 0.10% | |||
| Other Net | 0.57% | |||
| Price History | LSIZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.23% | |||
| 30-Day Total Return | 0.67% | |||
| 60-Day Total Return | 1.54% | |||
| 90-Day Total Return | 2.85% | |||
| Year to Date Total Return | 5.24% | |||
| 1-Year Total Return | 4.88% | |||
| 2-Year Total Return | 18.18% | |||
| 3-Year Total Return | 17.07% | |||
| 5-Year Total Return | 15.02% | |||
| Price | LSIZX-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 | LSIZX-NASDAQ | Click to Compare |
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| Nav | $21.63 | |||
| 1-Month Low NAV | $21.47 | |||
| 1-Month High NAV | $21.68 | |||
| 52-Week Low NAV | $21.00 | |||
| 52-Week Low NAV (Date) | Jan 13, 2025 | |||
| 52-Week High NAV | $21.97 | |||
| 52-Week High Price (Date) | Sep 17, 2024 | |||
| Beta / Standard Deviation | LSIZX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 6.72 | |||
| Balance Sheet | LSIZX-NASDAQ | Click to Compare |
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| Total Assets | 5.86B | |||
| Operating Ratios | LSIZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.69% | |||
| Turnover Ratio | 272.00% | |||
| Performance | LSIZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.16% | |||
| Last Bear Market Total Return | -6.50% | |||