Columbia Select Short Corp Inc Inst 2 (CTLRX)

Fund Assets	438.46M
Expense Ratio	0.37%
Min. Investment	$2,000
Turnover	130.00%
Dividend (ttm)	0.42
Dividend Yield	4.30%
Dividend Growth	2.77%
Payout Frequency	Monthly
Ex-Dividend Date	Sep 30, 2026

Previous Close	9.70
YTD Return	0.02%
1-Year Return	0.86%
5-Year Return	10.82%
52-Week Low	9.67
52-Week High	10.06
Beta (5Y)	0.15
Holdings	103
Inception Date	Nov 8, 2012

About CTLRX

Columbia Limited Duration Credit Fund Institutional 2 Class is an actively managed mutual fund focused on investment-grade corporate credit with a short-to-intermediate maturity profile. The fund’s primary objective is to provide income and capital preservation by emphasizing limited duration exposure while seeking incremental yield over high-quality short-term benchmarks. It invests broadly across corporate sectors, with notable allocations to financials, industrials, and utilities, and actively rotates sector and issuer exposures based on relative value within the credit curve. Recent portfolio positioning shows overweights to areas such as life insurance and food and beverage, and underweights to banking and technology, reflecting the team’s credit and curve views. Representative holdings include large, liquid issuers across financials and non-cyclicals, consistent with the fund’s emphasis on quality and tradability in limited-duration corporate markets. As an institutional share class, it provides access to the strategy with institutional pricing features, and its long-term results have been competitive within its peer group, as reflected in independent performance assessments. The fund serves investors seeking a core limited-duration credit sleeve to balance interest-rate sensitivity with corporate spread exposure.

• Fund Family: Columbia Threadneedle
• Category: Short-Term Bond
• Performance Rating: Above Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: CTLRX
• Share Class: Institutional 2 Class
• Index: Bloomberg US 1-5 Yr Corporate Bond TR

Performance

CTLRX had a total return of 0.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.34%.

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%
CLDZX	Institutional Class	0.43%
ALDAX	Class A	0.68%
RDCLX	Class C	1.43%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 30, 2026	$0.03691	Sep 30, 2026
Aug 31, 2026	$0.03751	Aug 31, 2026
Jul 31, 2026	$0.03519	Jul 31, 2026
Jun 30, 2026	$0.03347	Jun 30, 2026
May 29, 2026	$0.03436	May 29, 2026
Apr 30, 2026	$0.03307	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

Data Sources Report a data error