About LIBCX
Columbia Total Return Bond Fund Class C is a mutual fund specializing in fixed-income securities, categorized as an intermediate-term core-plus bond portfolio. Its primary objective is to deliver total return through a combination of current income and capital appreciation. The fund achieves this by investing at least 80% of its net assets in a diversified mix of high-quality U.S. bonds, including government, corporate, and securitized debt. Notably, the core-plus mandate grants the fund flexibility to access additional sectors, such as high-yield corporates, bank loans, emerging-market debt, and non-U.S. currency exposures, allowing for broader diversification and dynamic sector allocation.
Active duration management plays a key role, enabling the fund to adjust interest rate sensitivity in response to shifting market environments. This approach is designed to help the fund outperform in various interest rate cycles while managing risk exposure. With a focus on both sector allocation and security selection, Columbia Total Return Bond Fund Class C serves as a versatile fixed-income solution, potentially balancing risk in broader investment portfolios and providing a stable source of income and capital growth within the U.S. bond market.
Fund Family Columbia Threadneedle
Category Intermediate Core-Plus Bond
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol LIBCX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
LIBCX had a total return of -3.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.54%.
