Columbia Total Return Bond Fund Class R (CIBRX)
| Fund Assets | 3.14B |
| Expense Ratio | 0.99% |
| Min. Investment | $0.00 |
| Turnover | 229.00% |
| Dividend (ttm) | 1.35 |
| Dividend Yield | 4.31% |
| Dividend Growth | 3.37% |
| Payout Frequency | Monthly |
| Ex-Dividend Date | Jan 30, 2026 |
| Previous Close | 31.14 |
| YTD Return | 1.33% |
| 1-Year Return | 10.01% |
| 5-Year Return | -1.91% |
| 52-Week Low | 28.56 |
| 52-Week High | 31.23 |
| Beta (5Y) | n/a |
| Holdings | 1279 |
| Inception Date | Jan 23, 2006 |
About CIBRX
Columbia Total Return Bond Fund Class R is an actively managed mutual fund focused on achieving both current income and opportunities for capital appreciation. The fund invests at least 80% of its net assets in a diversified portfolio of bonds, including U.S. government, corporate, and mortgage-backed securities, with a strong emphasis on quality and risk management. Its flexible, core-plus strategy allows the fund to adapt portfolio duration and sector allocations in response to changing market conditions, aiming to deliver reliable total return while managing interest rate and credit risk. Designed to serve as a core fixed-income holding, Columbia Total Return Bond Fund Class R is structured to help balance equity and credit exposures in a broader investment portfolio. The fund’s approach—emphasizing quality, diversification, and active management—positions it as a significant player in the fixed-income market, catering to investors seeking steady income and prudent capital growth.
Performance
CIBRX had a total return of 10.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.38%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FGBPX | Fidelity | Fidelity Advisor Investment Grade Bond Fund - Class I | 0.50% |
| FSMTX | Fidelity | Fidelity SAI Total Bond Fund | 0.29% |
| FGBCX | Fidelity | Fidelity Advisor Investment Grade Bond Fund - Class C | 1.52% |
| FGBTX | Fidelity | Fidelity Advisor Investment Grade Bond Fund - Class M | 0.74% |
| FTKFX | Fidelity | Fidelity Total Bond K6 Fund | 0.30% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jan 30, 2026 | $0.10848 | Jan 30, 2026 |
| Dec 31, 2025 | $0.1165 | Dec 31, 2025 |
| Nov 28, 2025 | $0.11069 | Nov 28, 2025 |
| Oct 31, 2025 | $0.11347 | Oct 31, 2025 |
| Sep 30, 2025 | $0.11151 | Sep 30, 2025 |
| Aug 29, 2025 | $0.11253 | Aug 29, 2025 |