LUTAX : Columbia U.S. Treasury Index Fund Class A

LUTAX is a Bond Market Government Bond index fund with MODERATE fees.

LUTAX

Columbia U.S. Treasury Index Fund Class A

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

7 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

68% FI Score
  • lutax
  • Mutual Fund
  • Bond
  • Government Bond

Columbia U.S. Treasury Index Fund Class A

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return that corresponds to the total return of the FTSE USBIG Treasury Index, before fees and expenses. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities that comprise the FTSE USBIG Treasury Index (the index). The index is an unmanaged index composed of U.S. Treasury notes and bonds with remaining maturities of at least one year and outstanding principal of at least $5 billion and which are included in the FTSE U.S. Broad Investment-Grade Bond Index.

Largest Holdings

Amount Holding
1.32% United States Treasury Notes 1.75%
1.08% United States Treasury Notes 2.25%
1.04% United States Treasury Notes 2.25%
1.00% United States Treasury Notes 2.75%
0.99% United States Treasury Notes 2.88%
0.96% United States Treasury Notes 1.38%
0.95% United States Treasury Notes 2.75%
0.94% United States Treasury Notes 2.88%
0.93% United States Treasury Bonds 5.25%
0.92% United States Treasury Notes 2.88%
0.92% United States Treasury Notes 2.25%
0.87% United States Treasury Notes 1.75%
0.87% United States Treasury Notes 1.75%
0.87% United States Treasury Notes 2.12%
0.87% United States Treasury Notes 1.38%
0.86% United States Treasury Notes 1.5%
0.86% United States Treasury Notes 2.88%
0.85% United States Treasury Notes 2.25%
0.84% United States Treasury Notes 2.38%
0.81% United States Treasury Notes 2.25%
0.80% United States Treasury Notes 2.38%
0.80% United States Treasury Notes 1.62%
0.80% United States Treasury Notes 2.38%
0.79% United States Treasury Notes 2.88%
0.79% United States Treasury Notes 2.88%

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