FA Magazine July/August 2021 - Page 47

COLUMBIA THREADNEEDLE FIXED-INCOME SOLUTIONS
����� Columbia Total Return Bond Fund
Intermediate Core-Plus Category | SRBFX
The Overall Morningstar Rating™ is for Institutional shares out of 545 Intermediate Core-Plus funds .
����� Columbia Strategic Income Fund
Nontraditional Bond Category | LSIZX
The Overall Morningstar Rating™ is for Institutional shares out of 315 Nontraditional Bond funds .
����� DIAL | Columbia Diversified Fixed Income Allocation ETF
Multisector Bond ( ETF ) Category
The Overall Morningstar Rating™ is for Institutional shares out of 289 Multisector Bond funds .
����� Columbia Bond Fund
Intermediate Core Bond Category | UMMGX
The Overall Morningstar Rating™ is for Institutional shares out of 393 Intermediate Core Bond funds .
����� Columbia Strategic Municipal Income Fund
Muni National Long Category | CATZX
The Overall Morningstar Rating™ is for Institutional shares out of 145 Muni National Long funds .
����� Columbia Mortgage Opportunities Fund
Nontraditional Bond Category | CLMZX
The Overall Morningstar Rating™ is for Institutional shares out of 315 Nontraditional Bond funds .
����� Columbia Limited Duration Credit Fund
Short-Term Bond Category | CLDZX
The Overall Morningstar Rating™ is for Institutional shares out of 518 Short-Term Bond funds .
���� Columbia Floating Rate Fund
Bank Loan Category | CFRZX
The Overall Morningstar Rating™ is for Institutional shares out of 231 Bank Loan funds .
All data as of 05 / 31 / 21 . Morningstar Ratings are based on a Morningstar Risk-Adjusted Return measure .
Income overall , three- , five- and ten-year periods for the Institutional share are 5 stars , 5 stars , 5 stars and 5 stars among 315 , 315 , 283 and 108 Nontraditional Bond funds , respectively . Morningstar ratings for the Columbia Strategic Municipal Income overall , three- , five- and ten-year periods for the Institutional share are 5 stars , 3 stars , 5 stars and 5 stars among 145 , 145 , 123 and 99 Muni National Long funds , respectively . Morningstar ratings for the Columbia Mortgage Opportunities overall , three- and five-year periods for the Institutional share are 5 stars , 5 stars and 5 stars among 315 , 315 and 283 Nontraditional Bond funds , respectively . Morningstar ratings for the Columbia Total Return Bond overall- , three- , five- and ten-year periods for the Institutional share are 5 stars , 5 stars , 5 stars and 4 stars among 545 , 545 , 482 and 344 Intermediate Core-Plus funds , respectively . Morningstar ratings for the Columbia Limited Duration Credit Fund overall- , three- , five- and ten-year periods for the Institutional share are 5 stars , 5 stars , 5 stars and 4 stars among 518 , 518 , 462 and 303 Short-Term Bond funds , respectively . Morningstar ratings for the Columbia Bond Fund overall- , three- , five- and ten-year periods for the Institutional share are 5 stars , 5 stars , 5 stars and 4 stars among 393 , 393 , 341 and 259 Intermediate Core Bond funds , respectively . Morningstar ratings for the Columbia Floating Rate Fund overall- , three- , five- and ten-year periods for the Institutional share are 4 stars , 3 stars , 4 stars and 4 stars among 231 , 231 , 208 and 116 Bank Loan funds , respectively . Morningstar ratings for the Columbia Diversified Fixed Income Allocation ETF overall- and three-year periods are 5 stars and 5 stars among 289 Multisector Bond funds , respectively .
Columbia Management Investment Advisers , LLC serves as the investment manager to the ETFs . The ETFs are distributed by ALPS Distributors , Inc ., which is not affiliated with Columbia Management Investment Advisers , LLC or its parent company Ameriprise Financial , Inc . Columbia funds are distributed by Columbia Management Investment Distributors , Inc ., member FINRA , and managed by Columbia Management Investment Advisers , LLC . Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies .
Columbia Management Investment Distributors Inc ., member FINRA . CTNPSY1Z ( 06 / 21 ) 3569628 CET1293