Coltx

Coltx


The Morningstar information contained herein: It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, without any adjustments for loads front-end, deferred, or redemption fees , placing more emphasis on downward variations and rewarding consistent performance. ET; Friday 8 a. The Morningstar style box data is updated on the 10th business day after every month end. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes.

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Coltx. Full Holdings (Unaudited).

Coltx


The Morningstar information contained herein: It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, without any adjustments for loads front-end, deferred, or redemption fees , placing more emphasis on downward variations and rewarding consistent performance. ET; Friday 8 a. The Morningstar style box data is updated on the 10th business day after every month end. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Coltx

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5 thoughts on “Coltx”

  1. Absent the inflation adjustment, the yield shown may be materially different and may vary significantly from month to month, especially for a fund such as Columbia Inflation Protection Securities Fund which invests substantially in TIPS and other inflation indexed securities. If they were included, returns would have been lower. In periods when the SEC yield is exceptionally high due to a rise in the inflation rate, it is important to bear in mind that the adjustment in the yield from the inflation rate may not be repeated.

  2. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

  3. It can be viewed as a measure of the value added by the Fund manager. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

  4. Participation in the Direct Plan is limited to a select group of investors, as described in the Program Description. Absent the inflation adjustment, the yield shown may be materially different and may vary significantly from month to month, especially for a fund such as Columbia Inflation Protection Securities Fund which invests substantially in TIPS and other inflation indexed securities.

  5. Class B shares are closed to new investors. Performance may reflect waivers or reimbursements of fund expenses by the adviser or its affiliates.

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