Columbia Ultra Short Municipal Bond Fund (USMDX.O)

At A Glance

You hold USMDX.O in 0 portfolios

Net Asset Value

10.00USD

 0.01 +0.10%

08/10/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -0.40%
Classification
Short Muni Debt
5 Year Return (Annualized)
 0.96%
Lipper Index
Lipper Sh Muni Dbt Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 USMDX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyColumbia Threadneedle Investments
Inception Date09/30/2009
Portfolio Turnover137%
Dividend Yield--
Fund ManagerStienstra/Myhran/Rangel
Manager Tenure2022
Columbia Threadneedle Investments
One Financial Center
Boston, MA 02111-2621

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.30%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$2,000
Subsequent Investments$100
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide current income exempt from federal income tax consistent with the preservation of capital. The Fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax and typically maintains an effective average maturity of one year or less.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
128
Consistent Return
 
128
Capital Preservation
 
6265
Low Expense
 
73
Tax Efficiency (U.S. only)
 
128

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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