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AIPIX:NASDAQ

Columbia Inflation Protected Securities Fund Institutional Class – AIPIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
9.78-0.10 (-1.01%)9.78 - 11.610.0

Market data as of 6:05PM 06/19/13. 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 Return5.09%
Yield (Trailing 12 Mo.)2.16%
Expense Ratio0.56%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure1 Years
Fund Inception03/04/2004

Trailing Total Returns - AIPIX

as of 05/31/2013
TimeframeAIPIXS&P 500Inflation-Protected Bond
1 Month-4.37%2.34%-3.87%
3 Month-2.99%8.22%-3.13%
Year-to-Date-3.82%15.37%-3.61%
1 Year-0.84%27.28%-1.45%
3 Year6.30%16.87%5.36%
5 Year5.13%5.43%4.58%
10 Year--7.58%4.91%
Since Inception5.09%10.42%--

Sector Allocation - AIPIX

as of 05/31/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - AIPIX

as of 05/31/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
92.3392.33
Other3.28
 
 
1.98-1.31
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
8.758.75
Total3.28103.0699.77
Cash0.00
 
 
0.230.23
Total Net Assets$323.64M
Total Stock Holdings0
Total Bond Holdings88

Bond Credit Quality - AIPIX

as of 05/31/2013
AAA82.61%
AA0.00%
A2.85%
BBB12.03%
BB0.46%
B0.00%
Below B0.00%
Not Rated2.05%

Top Ten Holdings - AIPIX

as of 05/31/2013
CompanyYTD Return% of Assets
US Treasury Bond 2.5%--11.64%
US Treasury Note--9.83%
US Treasury Bond 3.875%--8.84%
US Treasury Bond--7.34%
US Treasury Note 2.375%--6.71%
US Treasury Note--6.38%
US Treasury Note 2.5%--6.07%
US Treasury Note 1.375%--4.84%
US Treasury Bond--2.96%
US Treasury Note 1.875%--2.90%

Valuation & Growth - AIPIX

as of 05/31/2013
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
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - AIPIX, 3 Year Avg

Pretax Return6.30%
Tax-adjusted Return4.35%
Tax Cost Ratio1.84%
Potential Cap Gains-1.04%

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