Columbia Management offers a spectrum of income-oriented solutions to meet your needs.

Columbia Floating Rate Fund Class Z (CFRZX)

four star Overall Morningstar™ Rating as of 12/31/2013

Seeks a high level of current income combine and capital preservation. The Fund invests at least 80% of its assets in floating-rate loans and other floating-rate debt securities generally rated non-investment grade.

Our Portfolio Managers

Lynn Hopton

Yvonne E. Stevens

Steven B. Staver, CPA

Ronald Launsbach, CFA

Morningstar Ratings

Class Z shares. Ratings as of 12/31/2013


four star of 147 Funds


four star of 147 Funds


four star of 124 Funds

Average annual total returns on NAV

Performance as of 12/31/2013

1 Year total return 3 Year total return 5 Year total return 10 Year total return
Columbia Floating Rate Fund,
Class Z
5.61% 5.82% 13.40% N/A
CSFB Leveraged Loan Index 6.15% 5.76% 13.51% N/A
See More Pricing and Performance Information

It is not possible to invest directly in an index. For index descriptions, click here. Gross expense ratios, as of the most recent fund prospectus: 0.85%.

The returns shown for periods prior to the share class inception date (including returns since inception, which are since fund inception) include the returns of the fund’s oldest share class. These returns are adjusted to reflect any higher class-related operating expenses of the newer share classes, as applicable. Please visit for more information.

The investment manager and certain of its affiliates have contractually (for at least the current fiscal year) and/or voluntarily agreed to waive certain fees and/or to reimburse certain expenses of the Fund, as described in the Fund's prospectus, unless sooner terminated at the sole discretion of the Fund's board. Voluntary waivers/reimbursement arrangements, if any, may be discontinued at any time. Without such waivers/reimbursements, the Fund’s returns would be lower.

Other Bonds Funds

Columbia Strategic Income Fund Class Z (LSIZX)

Taps a wide range of fixed-income sectors in pursuit of both yield and capital appreciation. Proactively shifts allocations to take advantage of current market conditions.
four star Overall Morningstar™ Rating as of 12/31/2013
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