CUSOX : Columbia Ultra Short Term Bond Fund Class A

CUSOX is a Alternative Market Short with HIGH fees.

CUSOX

Columbia Ultra Short Term Bond Fund Class A

FI Score

49 /100

Expense Ratio Rating

5 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

49% FI Score
  • cusox
  • Mutual Fund
  • Alternative
  • Short

Columbia Ultra Short Term Bond Fund Class A

Expenses: 0.42% (Better than 0% of similar funds)

This is a bad choice for a Short Alternative fund. See why ยป

Fund Summary

The investment seeks a high level of current income consistent with the maintenance of liquidity and the 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 a diversified portfolio of domestic debt securities of investment grade quality. Debt securities may be issued by governments, companies or special purpose entities and may include notes, bonds, debentures and commercial paper. Under normal circumstances, the fund's dollar weighted average effective maturity will be two years or less, and its duration will be one year or less.

Largest Holdings

Amount Holding
1.16% Ford Credit Floorplan Master Owner Trust A 3.52%
1.01% MARLETTE FUNDING TRUST 2.24%
0.99% Federal Farm Credit Banks 0.92%
0.95% VERIZON OWNER TRUST 2.93%
0.93% Ally Master Owner Trust 3.29%
0.92% Credit Acceptance Auto Loan Trust 2.55%
0.91% Dt Auto Owner Trust (C) 2017-1 3.67%
0.91% Ford Credit Auto Owner Trust 2.31%
0.89% Nextgear Floorplan Master Owner Trust 3.69%
0.83% FrdCredAutoOwn 2.44%
0.79% Hertz Vehicle Financing Llc 2.95%
0.78% AT&T Inc 3.2%
0.75% Citibank, N.A. 2.38%
0.74% Westlake Automobile Receivables Trust 2019-3 2.41%
0.74% U.S. Bank National Association 2%
0.71% Wells Fargo Commercial Mortgage Trust 1.46%
0.67% Avis Budget Rental Car Funding AESOP LLC 2.63%
0.65% WESTLAKE AUTOMOBILE RECEIVABLES TRUST 3.32%
0.63% The Toronto-Dominion Bank 1.11%
0.62% Truist Financial Corporation 2.75%
0.61% Bank of Nova Scotia 2.21%
0.61% Bank of America Corporation 3.24%
0.60% The Bank of New York Mellon Corporation 1.53%
0.59% SOFI CONSUMER LOAN PROGRAM TRUST 4.02%

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