Columbia Ultra Short Term Bond Inst3 (CMGUX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.27
0.00 (0.00%)
Jul 8, 2026, 4:00 PM EST
Fund Assets1.85B
Expense Ratio0.24%
Min. Investment$1,000,000
Turnover81.00%
Dividend (ttm)0.40
Dividend Yield4.34%
Dividend Growth-12.65%
Payout FrequencyMonthly
Ex-Dividend DateJun 30, 2026
Previous Close9.27
YTD Return1.91%
1-Year Return4.43%
5-Year Return19.97%
52-Week Low9.26
52-Week High9.29
Beta (5Y)0.01
Holdings234
Inception DateMar 8, 2004

About CMGUX

Columbia Ultra Short Term Bond Fund Institutional Class 3 is a diversified mutual fund focused on investing in ultrashort duration, investment-grade U.S. fixed-income securities. Its primary purpose is to preserve capital while providing liquidity and generating income for investors seeking minimal interest rate sensitivity. The fund’s portfolio typically consists of high-quality corporate and government bonds with durations less than one year, which helps mitigate the risk of price fluctuations due to interest rate changes. It allocates the vast majority of assets to bonds, with a small portion held in cash to support daily redemptions and fund liquidity. By maintaining a low expense ratio and sizeable total assets, the fund is positioned as a reliable vehicle for institutions and high net worth clients aiming to manage short-term cash needs and gain modest yield over traditional money market instruments. Its performance is generally benchmarked against indices that track U.S. government securities and similar ultrashort bond portfolios, underscoring its role as a low-risk solution within fixed-income asset allocations.

Fund Family Columbia Threadneedle
Category Ultrashort Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CMGUX
Share Class Institutional 3 Class
Index Bloomberg U.S. Short Govt/Corporate TR

Performance

CMGUX had a total return of 4.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.09%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
CUSBXInstitutional Class0.29%
CUSOXClass A0.44%

Dividend History

Ex-DividendAmountPay Date
Jun 30, 2026$0.03115Jun 30, 2026
May 29, 2026$0.03108May 29, 2026
Apr 30, 2026$0.03134Apr 30, 2026
Mar 31, 2026$0.03288Mar 31, 2026
Feb 27, 2026$0.02713Feb 27, 2026
Jan 30, 2026$0.0324Jan 30, 2026
Full Dividend History