About CPHUX
Columbia Strategic Income Fund Institutional 3 Class is a mutual fund focused on generating a high level of current income and total return while prudently managing risk. As a multisector bond fund, it invests primarily across a broad array of U.S. and foreign government and corporate debt securities, including a significant allocation to lower-rated and high-yield bonds. The fund’s actively managed, diversified portfolio typically includes exposure to both investment-grade and non-investment-grade debt, and it seeks opportunities from multiple sectors and geographies to participate in evolving credit and interest rate environments. This broad mandate allows the fund to dynamically allocate assets based on market conditions and relative value assessments. Columbia Strategic Income Fund Institutional 3 Class is designed for institutional investors, highlighted by its $1,000,000 minimum initial investment and low expense ratio. With over 1,300 holdings and a history dating back to 2013, it provides monthly income distributions and aims to offer steadier returns than more narrowly focused bond funds, playing a critical role for institutions seeking diversified and flexible fixed income exposure in their investment portfolios.
Fund Family Columbia Threadneedle
Category Multisector Bond
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CPHUX
Share Class Institutional 3 Class
Index Bloomberg U.S. Aggregate Bond TR
CPHUX had a total return of -0.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.45%.
