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Columbia Total Return Bond Fund Institutional Class (SRBFX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.57B
Columbia Total Return Bond Z
29.76
+0.01
+0.03%
- Overview
- Profile
- Historical Data
- Holdings
SRBFX Overview
On this page you'll find an in-depth profile of Columbia Total Return Bond Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of SRBFX among other information.
Investment Strategy
The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its 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 (commonly referred to as "high-yield" investments or "junk" bonds).
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
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 | 2016 | 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 | 2010 | 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 | 2005 | 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 | 2010 | 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. | ||
| Alexander D. Powers | Managing Director | 2010 | 2012 |
| Biography | Alexander D. Powers, Managing Director, Co-Head of Core Fixed Income and Head of Liability Driven Investing Alex Powers is a managing director, co-heads the Core Fixed Income Strategy Team and leads the Liability Driven Investing strategies team at Columbia Management. He joined Columbia Management in 2007 and has been a member of the investment community since 1980. Previously, Mr. Powers was managing director and head of fixed-income for U.S. Trust, responsible for fixed-income strategies, as well as all fixed-income trading and research at the firm. In addition, Mr. Powers was a portfolio manager and a member of U.S. Trust’s investment strategy and investment policy committees. Prior to joining U.S. Trust, he was head of taxable fixed-income at Chase Asset Management. Previously, Mr. Powers was a senior portfolio manager at Liberty Capital Management, an institutional fixed-income advisory firm. He began his career at Gabelli Company. Mr. Powers has taught at the New York Institute of Finance, where he offered a course in yield-curve analysis. Mr. Powers received his B.A., cum laude, from Boston College and his MBA from New York University’s Stern Graduate School of Business Administration. | ||
| Lee Reddin | Director | 2007 | 2010 |
| Biography | Lee Reddin, CFA Director and Senior Asset-Backed Securities Analyst Lee Reddin is a director and senior asset-backed securities analyst with the quantitative fixed-income research group at Columbia Management. Mr. Reddin joined Columbia Management in 2000 and has been a member of the investment community since 2000. Prior to joining Columbia Management, Mr. Reddin was vice president in charge of asset securitization with FirstPlus Financial. He began his investment career as a research analyst. Mr. Reddin holds a B.B.A. degree from Southern Methodist University. He is a member of the CFA Institute and the Boston Security Analysts Society and holds the Chartered Financial Analyst designation. | ||
| Kevin L. Cronk | Portfolio Manager | 2006 | 2010 |
| Biography | Mr. Cronk joined Alcentra in January 2013 as part of the combination of Alcentra with Standish Mellon Asset Management Company LLC’s high yield business, and is the Head of U.S. Credit Research and a member of the U.S. Investment Committee. Mr. Cronk joined Standish Mellon Asset Management Company LLC, an affiliate of BNYM Investment Adviser and Alcentra, in 2011 from Columbia Management, where he worked for eleven years as a High Yield Analyst and Portfolio Manager. Prior to that, he worked as a High Yield Investment Associate at Putnam Investments. | ||
| Thomas A. LaPointe | Co-Founder | 2003 | 2009 |
| Biography | Thomas LaPointe, helped launch the Fund with his arrival at Third Avenue Management in 2009. Previously, Mr. Lapointe was senior vice president, co-manages the Boston high yield group for Columbia Management, where he serves as a senior high-yield portfolio manager. Before becoming a portfolio manager in February 2003, Mr. LaPointe served as a high-yield analyst for four years at Columbia Management. He currently co-manages the High Income Portfolio and manages the high-yield sector of Nations Bond Fund and Nations Strategic Income Fund and may also manage other investment products for both BA | ||
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