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Columbia Trust Total Return Bond Fund Zero Fee (0P0000ZBLV)
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12.910
-0.060
-0.46%
08/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 94.45M
Columbia Trust Total Return Bond Fund
12.910
-0.060
-0.46%
- Overview
- Profile
- Historical Data
- Holdings
Columbia Trust Total Return Bond Fund Zero Fee Overview
On this page you'll find an in-depth profile of Columbia Trust Total Return Bond Fund Zero Fee. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZBLV among other information.
Investment Strategy
The Fund seeks to provide total return, consisting of current income and capital appreciation. The Fund invests its net assets (including the amount of any borrowings for investment purposes) primarily in bonds, notes and other debt instruments, including derivatives relating to such investments. The Fund may invest up to 35% of net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality. The Fund may invest in debt instruments issued by U.S. and non-U.S. governments, their agencies, authorities or instrumentalities, U.S. and non-U.S. corporate and other non-government entities, as well as mortgage-and other asset backed securities.
Contact Information
Address
707 2nd Ave South
Minneapolis,MN 55474-2405
United States
Minneapolis,MN 55474-2405
United States
Phone
800.225.2365
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alex Christensen | Portfolio Manager | 2021 | Now |
| Biography | Alex Christensen is an associate portfolio manager with the Multi-Sector team at Columbia Threadneedle Investments. Previously he was an associate analyst on the Global Rates and Currency team with responsibilities for supporting investment strategies with macro research and idea generation. Prior to joining one of the Columbia Threadneedle Investments firms in 2015, Mr. Christensen was an economics and finance editor at Global Risk Insights, a London-based global publication that provides political risk analysis for investors and corporations, and an equity research analyst at Craig-Hallum Capital Group, covering the consumer discretionary sector. He has been a member of the investment community since 2014. Mr. Christensen holds an MSc in Economics from the London School of Economics and a B.A. in Economics and Political Science from Washington University in St. Louis. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Gene R. Tannuzzo | Sector Manager | 2017 | Now |
| Biography | Gene Tannuzzo is a Senior Portfolio Manager and Deputy Global Head of Fixed Income at Columbia Threadneedle Investments. He is involved in the management and oversight of the firm’s fixed income business in North America and EMEA. He joined Columbia Threadneedle Investments in 2003 and moved into the role of portfolio manager in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios. Prior to this, he was a member of the municipal bond team. Mr. Tannuzzo received a BSB. and MBA from the University of Minnesota, Carlson School of Management. In addition, he holds Chartered Financial Analyst® designation. | ||
| Jason J. Callan | Head | 2013 | Now |
| Biography | Jason Callan is Head of Structured Assets, Head of Core and Core Plus and a Senior Portfolio Manager for multi-sector fixed income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2007 as a senior quantitative analyst covering Non-Agency RMBS, was promoted to portfolio manager in 2008, and head of structured assets in 2009 . Mr. Callan assumed multi-sector portfolio management responsibilities in 2016 and became lead portfolio manager on Core and Core Plus strategies in 2017. Mr. Callan is also a co-portfolio manager on the Strategic Income portfolio and a member of the Global Fixed Income Asset Allocation Committee. Previously, Mr. Callan worked at GMAC in their Principal Investments unit as a portfolio manager and an analyst. He has been a member of the investment community, specializing in structured assets, since 2003. Mr. Callan received a B.S. in Economics from the University of Minnesota and an MBA from University of Minnesota’s Carlson School of Management | ||
| Brian J. Lavin | Analyst | 2013 | 2017 |
| Biography | Brian Lavin is a senior portfolio manager and head of the U.S. High Yield Fixed-Income Sector team at Columbia Threadneedle Investments. Mr. Lavin joined one of the Columbia Threadneedle Investments legacy firms in April 1994 as a credit analyst covering high yield bonds, was promoted to associate portfolio manager in 1999 and to portfolio manager in 2000. Previously, Mr. Lavin was a high yield analyst at Van Kampen Merrit. He has experience in both non-investment-grade and investment-grade issuers and has covered a variety of industries. He has been in the investment industry since 1986. Mr. Lavin received a B.A. in Business Administration from the University of St. Thomas and an MBA from the University of Wisconsin – Milwaukee. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Carl W. Pappo | Head | 2013 | 2017 |
| Biography | Mr. Pappo is CIO US Fixed Income and a managing director with Allianz Global Investors, which he joined in 2017. As the leader of the US Fixed Income team, his responsibilities include chairing the core strategy team (which sets portfolio risk allocations) and acting as lead portfolio manager for a number of strategies. Mr. Pappo previously worked at Columbia Threadneedle Investments, where he was head of the core fixed-income team; earlier at the firm, he led the credit team and the investment grade research team. Before that, Mr. Pappo worked at Fleet Investment Advisors where he managed taxable fixed-income funds and institutional portfolios. He began his career as a corporate bond trader. Mr. Pappo has a B.S. in accounting from Babson College. He is a CFA charterholder. | ||
| Michael W. Zazzarino | Senior Portfolio Manager | 2013 | 2016 |
| Biography | Mr. Zazzarino is a senior portfolio manager and a director with Allianz Global Investors, which he joined in 2017. As a member of the US Fixed Income team and a structured specialist, his responsibilities include portfolio management, structured research and trading. He was previously a portfolio manager at Columbia Threadneedle Investments; he was also lead strategist of structured products for the core fixed-income team at the firm. Before that, Mr. Zazzarino was a senior portfolio manager at US Trust, and a portfolio manager, analyst and trader at both Brown Brothers Harriman and Eastbridge Capital. He has a B.S. in mechanical engineering from Lafayette College and an M.B.A. in finance from Columbia Business School. | ||
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