ALDAX : Columbia Limited Duration Credit Fund Class A

ALDAX is a Bond Market High Yield Bond with MODERATE fees.

ALDAX

Columbia Limited Duration Credit Fund Class A

FI Score

44 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

44% FI Score
  • aldax
  • Mutual Fund
  • Bond
  • High Yield Bond

Columbia Limited Duration Credit Fund Class A

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide shareholders with a level of current income consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in corporate bonds. It will primarily invest in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg Barclays U.S. 1-5 Year Corporate Index (the index).

Largest Holdings

Amount Holding
11.14% 2 Year Treasury Note Future June 20
5.02% United States Treasury Notes 1.5%
2.72% Principal Life Global Funding II 2.25%
2.42% United States Treasury Notes 1.62%
2.31% Duke Energy Corp 2.65%
2.25% NiSource Inc. 3.49%
2.23% Peachtree Corners Funding Trust 3.98%
2.03% Plains All American Pipeline L.P./PAA Finance Corp. 4.5%
1.98% Conagra Brands Inc 3.8%
1.94% Broadcom Corporation/Broadcom Cayman Finance Ltd 3.88%
1.93% JPMorgan Chase & Co. 2%
1.91% Bacardi Limited 2.75%
1.90% Eversource Energy 2.9%
1.82% GE Capital International Funding Company Unlimited Company 3.37%
1.76% Southern Company 2.35%
1.76% Mondelez International Holdings Netherlands BV 2%
1.68% International Business Machines Corporation 2.85%
1.61% CMS Energy Corporation 3.6%
1.57% CVS Health Corp 4.1%
1.55% Sky Limited 3.75%
1.47% Kraft Heinz Foods Company 3%
1.44% Honeywell International Inc. 1.85%
1.43% AEP Texas Inc 2.4%
1.42% Guardian Life Global Funding 2.9%

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