Columbia Select Short Corp Inc Inst (CLDZX)

Fund Assets	438.46M
Expense Ratio	0.427%
Min. Investment	$2,000
Turnover	130.00%
Dividend (ttm)	0.41
Dividend Yield	4.24%
Dividend Growth	2.61%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	9.70
YTD Return	-0.13%
1-Year Return	0.60%
5-Year Return	10.35%
52-Week Low	9.67
52-Week High	10.06
Beta (5Y)	0.15
Holdings	103
Inception Date	Sep 27, 2010

About CLDZX

Columbia Limited Duration Credit Fund Institutional Class is an actively managed mutual fund focused on short-term, investment‑grade credit within the U.S. fixed income market. Its primary objective is to provide a level of current income consistent with preservation of capital, using a limited duration profile to reduce interest‑rate sensitivity versus longer‑maturity bond strategies. The portfolio centers on corporate bonds and other high‑quality fixed‑income issues, typically targeting an effective duration of roughly one to three and a half years, aligning with the short‑term bond category’s risk and return characteristics. Management employs bottom‑up credit research to allocate across sectors such as financials, industrials, and utilities, with notable exposures to large U.S. financial issuers and select corporate funding vehicles. The fund’s role in the market is to serve as a conservative core or satellite fixed‑income holding that aims to dampen volatility while delivering income, positioning itself between ultra‑short strategies and core bond funds on the risk spectrum. Historical reporting highlights disciplined sector tilts and security selection as key drivers of excess return relative to short‑duration benchmarks.

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

Performance

CLDZX had a total return of 0.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.45%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VSCSX	Vanguard	Vanguard Short-Term Corporate Bond Index Fund Admiral Shares	0.06%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CLDYX	Institutional 3 Class	0.32%
CTLRX	Institutional 2 Class	0.37%
ALDAX	Class A	0.68%
RDCLX	Class C	1.43%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.03642	Sep 30, 2026
Aug 31, 2026	$0.03699	Aug 31, 2026
Jul 31, 2026	$0.03476	Jul 31, 2026
Jun 30, 2026	$0.03291	Jun 30, 2026
May 29, 2026	$0.03385	May 29, 2026
Apr 30, 2026	$0.03251	Apr 30, 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:

Oct 16, 2026

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