Columbia Total Return Fund Quote
| CTBRX Fund | USD 30.34 0.06 0.20% |
PerformanceOK
| Odds Of DistressLow
|
Columbia Total is trading at 30.34 as of the 20th of July 2025; that is 0.20% up since the beginning of the trading day. The fund's open price was 30.28. Columbia Total has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35 percent of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality .. More on Columbia Total Return
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Columbia (View all Sectors) |
| Update Date | 30th of June 2025 |
Columbia Total Return [CTBRX] is traded in USA and was established 20th of July 2025. Columbia Total is listed under Columbia category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Columbia family. This fund currently has accumulated 2.03 B in assets under management (AUM) with no minimum investment requirementsColumbia Total Return is currently producing year-to-date (YTD) return of 4.61% with the current yeild of 0.05%, while the total return for the last 3 years was 3.3%.
Check Columbia Total Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Total Return Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Columbia Total Return Risk Profiles
| Mean Deviation | 0.2876 | |||
| Semi Deviation | 0.2841 | |||
| Standard Deviation | 0.3468 | |||
| Variance | 0.1203 |
Columbia Total Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Total financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Total security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |