Columbia:Fltg Rt;I (RFRIX.O)

At A Glance

You hold RFRIX.O in 0 portfolios

Net Asset Value

9.08USD

 0.01 +0.11%

10/22/2014

Category
General Domestic
YTD Return (Cumulative)
 1.60%
Classification
Loan Participation
5 Year Return (Annualized)
 7.75%
Manager Benchmark
Lipper Loan Part Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since January, 2006 »

 RFRIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyColumbia Class I,T&G
Inception Date02/16/2006
Portfolio Turnover57%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Columbia Funds
One Financial Center
Boston, MA 02111-2621

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.69%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide shareholders with a high level of current income and, as a secondary objective, preservation of capital. The Fund will invest at least 80% of it's net assets in floating rate loans and other floating rate debt securities. These debt obligations will generally be rated non-investment grade.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
155
Consistent Return
 
155
Capital Preservation
 
5006
Low Expense
 
61
Tax Efficiency (U.S. only)
 
155

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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