CTLRX

About CTLRX

Columbia Limited Duration Credit Fund Institutional 2 Class is an actively managed mutual fund focused on investment-grade corporate credit with a short-to-intermediate maturity profile. The fund’s primary objective is to provide income and capital preservation by emphasizing limited duration exposure while seeking incremental yield over high-quality short-term benchmarks. It invests broadly across corporate sectors, with notable allocations to financials, industrials, and utilities, and actively rotates sector and issuer exposures based on relative value within the credit curve. Recent portfolio positioning shows overweights to areas such as life insurance and food and beverage, and underweights to banking and technology, reflecting the team’s credit and curve views. Representative holdings include large, liquid issuers across financials and non-cyclicals, consistent with the fund’s emphasis on quality and tradability in limited-duration corporate markets. As an institutional share class, it provides access to the strategy with institutional pricing features, and its long-term results have been competitive within its peer group, as reflected in independent performance assessments. The fund serves investors seeking a core limited-duration credit sleeve to balance interest-rate sensitivity with corporate spread exposure.