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Columbia Mortgage Opportunities Fund Institutional Class (CLMZX)

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8.080 +0.010    +0.12%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Columbia Threadneedle
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.07B
Columbia Mortgage Opportunities Fund Institutional 8.080 +0.010 +0.12%

Columbia Mortgage Opportunities Fund Institutional Class Overview

 
On this page you'll find an in-depth profile of Columbia Mortgage Opportunities Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CLMZX among other information.
Category

Nontraditional Bond

Total Assets

1.07B

Expenses

0.79%

Inception Date

Apr 30, 2014

Investment Strategy

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Ryan Osborn Senior Portfolio Manager 2019 Now
Biography Mr. Osborn joined the Investment Manager in 2004. Mr. Osborn began his investment career in 2004 and earned a B.B.A. from the University of Wisconsin-Madison.
Jason J. Callan Head 2014 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
Thomas Heuer Sector Manager 2014 Now
Biography Mr. Heuer joined Columbia Management Investment Advisers, LLC in 1993. Mr. Heuer began his investment career in 1993. He earned a B.A. in Accounting from the University of Wisconsin and an M.B.A. with a concentration in Finance from the University of Minnesota. He holds both the Certified Public Accountant designation and the Chartered Financial Analyst designation.
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