Investing Center Preview – Manage your investments and watch your net worth grow.


Columbia Limited Duration Credit Fund Class Z – CLDZX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.830.01 (+0.10%)9.74 - 10.020.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - CLDZX

The investment seeks to provide shareholders with a level of current income consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in corporate bonds. It will primarily invest in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Barclays U.S. 1-5 Year Corporate Index (the index).

Growth of $10,000 (10 Years)

Total Return2.67%
Yield (Trailing 12 Mo.)1.96%
Expense Ratio0.62%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,000
Management Tenure12 Years
Fund Inception09/27/2010

Trailing Total Returns - CLDZX

as of 02/28/2015
TimeframeCLDZXS&P 500Short-Term Bond
1 Month0.80%5.75%0.03%
3 Month0.18%2.31%0.18%
1 Year0.84%15.51%0.97%
3 Year2.37%18.00%1.47%
5 Year3.23%16.18%2.16%
10 Year3.67%7.99%3.02%
Since Inception2.67%10.71%--

Sector Allocation - CLDZX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - CLDZX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$1.13B
Total Stock Holdings0
Total Bond Holdings130

Bond Credit Quality - CLDZX

as of 02/28/2015
Below B0.75%
Not Rated0.00%

Top Ten Holdings - CLDZX

as of 02/28/2015
CompanyYTD Return% of Assets
10 Year US Treasury Note Future Mar15--48.89%
5 Year US Treasury Note Future Mar15--6.33%
Five Corners Fdg Tr 144A 4.419%--4.89%
Continental Resources 5%--3.48%
Sabmiller Hldgs Inc. 144A 3.75%--3.45%
Noble Hold Int 3.95%--3.42%
Transalta 1.9%--3.33%
NYSE/Liffe 2 Year US Treasury Note Future Mar15--3.03%
Woodside Fin 144A 4.6%--2.90%
Verizon Comms 2.45%--2.65%

Valuation & Growth - CLDZX

as of 02/28/2015
ValuationCLDZXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - CLDZX, 3 Year

Rate Sensitivity
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - CLDZX, 3 Year Avg

Pretax Return2.37%
Tax-adjusted Return1.22%
Tax Cost Ratio1.12%
Potential Cap Gains-0.17%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.