LIBAX : Columbia Total Return Bond Fund Class A

LIBAX is a Bond Market Total US Bond Market with HIGH fees.

LIBAX

Columbia Total Return Bond Fund Class A

FI Score

52 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

52% FI Score
  • libax
  • Mutual Fund
  • Bond
  • Total US Bond Market

Columbia Total Return Bond Fund Class A

Expenses: 0.86% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).

Largest Holdings

Amount Holding
8.12% 2 Year Treasury Note Future June 20
5.84% Federal National Mortgage Association 3%
5.83% 10 Year Treasury Note Future June 20
5.67% 5 Year Treasury Note Future June 20
3.27% Federal National Mortgage Association 2.5%
2.86% Government National Mortgage Association 3.5%
2.56% Ultra US Treasury Bond Future June 20
1.87% Federal National Mortgage Association 3.5%
1.61% Federal National Mortgage Association 4.5%
1.41% Federal National Mortgage Association 3%
1.18% Federal National Mortgage Association 2.5%
1.17% Federal National Mortgage Association 4%
1.04% PRPM LLC 2.98%
1.01% Federal National Mortgage Association 3.14%
0.98% Euro-Btp (Italy Govt) Jun 20
0.96% Euro-Oat Jun 20
0.84% OCTAGON INVESTMENT PARTNERS XXII 3.25%
0.81% Government National Mortgage Association 4.5%
0.79% Madison Park Funding II Ltd 3.17%
0.71% Grand Avenue Mortgage Loan Trust 3.25%
0.64% Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9%
0.63% GE Capital International Funding Company Unlimited Company 4.42%
0.61% AVANT LOANS FUNDING TRUST 4.11%
0.61% Federal Home Loan Mortgage Corporation 3.5%
0.61% PRPM LLC 4.5%

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