Advertisement
U.S. Markets close in 4 hrs 26 mins

Columbia High Yield Bond A (INEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
11.01+0.01 (+0.09%)
As of 08:06AM EST. Market open.

Columbia High Yield Bond A

BOSTON MA 02110

225 FRANKLIN STREET

Columbia Funds Series Trust II

612-671-4321
Management Information
,Lead Manager since July 31, 2024
Spencer Sutcliffe is a portfolio manager and senior analyst for the High-Yield Fixed-Income Sector Team at Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments legacy firms in 2010. Previously, Spencer was a senior high-yield analyst for Principal Global Investors. He has additional experience as an assistant vice president for 40/86 Advisors and as a financial Analyst for Conseco. Spencer has been in the investment industry since 2001. He holds a B.B.A. in economics from Marshall University and received an MBA in finance from Butler University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyColumbia Threadneedle
Net Assets1.38B
YTD Return6.27%
Yield5.51%
Morningstar Rating★★★
Inception DateSep 26, 2010

Fund Operations

Last Dividend0.50
Last Cap Gain-11.00
Holdings Turnover36.00%
Average for CategoryN/A

Fees & Expenses

ExpenseINEAXCategory Average
Annual Report Expense Ratio (net)0.98%0.95%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio1.05%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.88%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A