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

Columbia Intermediate Bond Fund Class Z (SRBFX)

three star Overall Morningstar™ Rating as of 03/31/2014

Seeks current income by investing in investment-grade credit while maintaining flexibility to pursue value opportunities across the fixed-income landscape. The Fund utilizes multiple levers to generate alpha, including careful bottom-up security selection, sector rotation, yield curve and duration management, and capital structure positioning.

Our Portfolio Managers

Carl W. Pappo, CFA

Brian Lavin, CFA

Michael W. Zazzarino

Morningstar Ratings

Class Z shares. Ratings as of 03/31/2014


three star of 942 Funds


three star of 942 Funds


four star of 808 Funds


three star of 581 Funds

Average annual total returns on NAV

Performance as of 03/31/2014

1 Year total return 3 Year total return 5 Year total return 10 Year total return
Columbia Intermediate Bond Fund,
Class Z
-0.28% 4.14% 7.99% 4.73%
Barclays US Aggregate Index -0.10% 3.75% 4.80% 4.46%
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: 0.69%.

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.
three star Overall Morningstar™ Rating as of 03/31/2014
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