Columbia Select Short Corp Inc Inst 3 (CLDYX)

Fund Assets	454.97M
Expense Ratio	0.32%
Min. Investment	$1,000,000
Turnover	107.00%
Dividend (ttm)	0.42
Dividend Yield	4.25%
Dividend Growth	3.53%
Payout Frequency	Monthly
Ex-Dividend Date	Jul 31, 2026

Previous Close	9.87
YTD Return	0.82%
1-Year Return	2.92%
5-Year Return	11.59%
52-Week Low	9.82
52-Week High	10.06
Beta (5Y)	0.15
Holdings	103
Inception Date	Mar 19, 2013

About CLDYX

Columbia Limited Duration Credit Fund Institutional 3 is an actively managed mutual fund focused on short- to intermediate‑term, investment‑grade corporate bonds with a disciplined tilt toward preserving capital while generating consistent income. The strategy typically maintains a limited interest rate sensitivity by emphasizing shorter effective durations, positioning it within the short‑term bond segment. According to the manager’s stated approach, the portfolio invests at least 80% in investment‑grade corporate debt and can allocate a modest sleeve to high‑yield bonds, seeking incremental spread without materially increasing risk. The team concentrates on issuers with robust asset bases, steady cash‑flow characteristics, and transparent business models, particularly in less cyclical industries, applying bottom‑up credit research and strong downside risk controls. The fund’s construction and credit selection aim to provide risk‑adjusted returns competitive with short‑maturity corporate benchmarks while balancing credit and rate exposures. Institutional share classes feature contractual expense caps that reduce net expenses for a defined period, and the product caters to investors seeking a core limited‑duration corporate credit allocation within a broader fixed‑income framework.

• Fund Family: Columbia Threadneedle
• Category: Short-Term Bond
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: CLDYX
• Share Class: Institutional 3 Class
• Index: Bloomberg US 1-5 Yr Corporate Bond TR

Performance

CLDYX had a total return of 2.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.48%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VSTBX	Vanguard	Vanguard Short-Term Corp Bd Idx I	0.04%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
CTLRX	Institutional 2 Class	0.37%
CLDZX	Institutional Class	0.43%
ALDAX	Class A	0.68%
RDCLX	Class C	1.43%

Dividend History

Ex-Dividend	Amount	Pay Date
Jul 31, 2026	$0.03559	Jul 31, 2026
Jun 30, 2026	$0.03388	Jun 30, 2026
May 29, 2026	$0.03477	May 29, 2026
Apr 30, 2026	$0.03347	Apr 30, 2026
Mar 31, 2026	$0.03532	Mar 31, 2026
Feb 27, 2026	$0.03409	Feb 27, 2026

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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