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AIPIX:NASDAQ

Columbia Inflation Protected Securities Fund Institutional Class – AIPIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.31-0.03 (-0.32%)8.99 - 10.550.0

Market data as of 6:05PM 04/17/14. Quotes are delayed by at least 15 min.

Overview - AIPIX

The investment seeks to provide shareholders with a total return that exceeds the rate of inflation over the long-term. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in inflation-protected debt securities. These securities include inflation-indexed bonds of varying maturities issued by the U.S. government and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. The fund currently intends to focus on inflation-protected debt securities issued by the U.S. Treasury. It invests only in securities rated investment grade. The fund is non-diversified.

Growth of $10,000 (10 Years)

Total Return4.43%
Yield (Trailing 12 Mo.)1.02%
Expense Ratio0.59%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure2 Years
Fund Inception03/04/2004

Trailing Total Returns - AIPIX

as of 03/31/2014
TimeframeAIPIXS&P 500Inflation-Protected Bond
1 Month0.17%0.84%-0.45%
3 Month2.62%1.81%1.60%
Year-to-Date2.62%1.81%1.60%
1 Year-5.18%21.86%-6.12%
3 Year4.02%14.66%2.55%
5 Year4.81%21.16%4.36%
10 Year4.34%7.42%3.94%
Since Inception4.43%10.60%--

Sector Allocation - AIPIX

as of 03/31/2014
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - AIPIX

as of 03/31/2014
By PercentShort0%LongNet
Stock--
 
 
0.000.00
Bond--
 
 
85.7085.70
Other--
 
 
0.000.00
Foreign Stock--
 
 
0.000.00
Foreign Bond--
 
 
10.3410.34
Total--96.0496.04
Cash--
 
 
3.973.97
Total Net Assets$277.07M
Total Stock Holdings0
Total Bond Holdings79

Bond Credit Quality - AIPIX

as of 03/31/2014
AAA77.89%
AA0.41%
A1.67%
BBB16.43%
BB2.37%
B0.00%
Below B0.00%
Not Rated1.23%

Top Ten Holdings - AIPIX

as of 03/31/2014
CompanyYTD Return% of Assets
US Treasury Bond 3.875%--10.56%
US Treasury TIP 2.5%--10.14%
US Treasury TIP 1.75%--8.72%
US Treasury TIP--5.20%
US Treasury Bond 2.375%--5.20%
US Treasury Note 0.5%--3.91%
US Treasury Note 1.875%--3.70%
US Treasury Note 2%--3.66%
US Treasury TIP 3.625%--3.59%
US Treasury Bond 2.125%--3.42%

Valuation & Growth - AIPIX

as of 03/31/2014
ValuationAIPIXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - AIPIX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnHigh
Key:  Lo 
 Hi

Tax Analysis - AIPIX, 3 Year Avg

Pretax Return4.02%
Tax-adjusted Return1.80%
Tax Cost Ratio2.14%
Potential Cap Gains-7.59%

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