ALDAX

About ALDAX

Columbia Limited Duration Credit Fund Class A is an actively managed mutual fund in the short-term bond category that seeks a total return focused primarily on current income and capital preservation. The strategy centers on investment‑grade corporate bonds while maintaining a limited interest‑rate sensitivity profile, aiming to dampen volatility relative to core bond funds with longer duration. The portfolio typically emphasizes high‑quality issuers across financials, consumer, utilities, and select securitized exposures, complemented by liquidity sleeves and U.S. Treasuries to manage risk and cash flow needs. Effective duration is kept in the low‑to‑mid single‑year range to reduce rate risk while relying on bottom‑up credit research to identify incremental spread opportunities. The fund’s role in the market is to provide a conservative credit allocation for investors seeking income from investment‑grade corporates without assuming the higher duration or credit risks often found in intermediate or high‑yield strategies. It serves as a short‑maturity credit building block for diversified fixed income portfolios, offering structured exposure to credit spreads with an emphasis on quality, liquidity, and disciplined risk management.