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Columbia High Yield Bond A (INEAX)

11.01 +0.01 (+0.09%)
As of 8:06 AM EST. Market Open.

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high-yield debt instruments (commonly referred to as "junk" bonds or securities). It may invest up to 25% of its net assets in debt instruments of foreign issuers. The fund may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

Columbia High Yield Bond A

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 1.38B
YTD Return 6.27%
Yield 5.51%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Operations

Last Dividend 0.50
Last Cap Gain -11.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense INEAX Category Average
Annual Report Expense Ratio (net) 0.98% 0.95%
Prospectus Net Expense Ratio 0.98% --
Prospectus Gross Expense Ratio 1.05% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.88%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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

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.

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