Columbia Limited Duration Credit Fund Institutional Class is an actively managed mutual fund focused on short-term, investment‑grade credit within the U.S. fixed income market. Its primary objective is to provide a level of current income consistent with preservation of capital, using a limited duration profile to reduce interest‑rate sensitivity versus longer‑maturity bond strategies. The portfolio centers on corporate bonds and other high‑quality fixed‑income issues, typically targeting an effective duration of roughly one to three and a half years, aligning with the short‑term bond category’s risk and return characteristics. Management employs bottom‑up credit research to allocate across sectors such as financials, industrials, and utilities, with notable exposures to large U.S. financial issuers and select corporate funding vehicles. The fund’s role in the market is to serve as a conservative core or satellite fixed‑income holding that aims to dampen volatility while delivering income, positioning itself between ultra‑short strategies and core bond funds on the risk spectrum. Historical reporting highlights disciplined sector tilts and security selection as key drivers of excess return relative to short‑duration benchmarks.
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