Columbia Total Return Bond Fund (CTRPX)

Fund Assets	n/a
Expense Ratio	0.04%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.45
YTD Return	1.47%
1-Year Return	10.15%
5-Year Return	-1.01%
52-Week Low	21.43
52-Week High	23.45
Beta (5Y)	0.32
Holdings	n/a
Inception Date	n/a

About CTRPX

Columbia Total Return Bond 529 Portfolio Class A is a diversified mutual fund designed specifically as an investment option within 529 college savings plans. Its primary purpose is to provide investors with a blend of income and capital preservation, aiming to support long-term education funding goals. The portfolio allocates its assets across a broad spectrum of U.S. investment-grade bonds, including government securities, mortgage-backed securities, and corporate debt, with a notable emphasis on mortgage-related holdings. Managed by an experienced team, the fund employs a 'core plus' strategy—meaning it invests primarily in core sectors of the bond market while also incorporating additional bond sectors to potentially enhance yield. This approach allows for exposure to both traditional and nontraditional fixed income categories, contributing to the fund’s moderate risk profile. The Columbia Total Return Bond 529 Portfolio Class A plays a vital role in many 529 plans by offering a fixed income-focused investment that aims for stable, long-term returns, balance against equity market volatility, and preservation of capital—features particularly well-suited for investors planning for future educational expenses.

• Stock Exchange: NASDAQ
• Ticker Symbol: CTRPX

Performance

CTRPX had a total return of 10.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.20%.