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Columbia Quality Income Fund Institutional Class (CUGZX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 376.39M
Columbia US Government Mortgage Z
17.61
+0.02
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
CUGZX Overview
On this page you'll find an in-depth profile of Columbia Quality Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CUGZX among other information.
Investment Strategy
The investment seeks to provide shareholders with current income as its primary objective and, as its secondary objective, preservation of capital. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in mortgage-related securities. Its investments in mortgage-related securities include investments in stripped mortgage-backed securities such as interest-only (IO) and principal-only (PO) securities. The fund may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
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 |
|---|---|---|---|
| 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. | ||
| Thomas Heuer | Sector Manager | 2010 | 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. | ||
| Jason J. Callan | Head | 2009 | 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 | ||
| Colin J. Lundgren | Co-Portfolio Manager | 2010 | 2010 |
| Biography | Colin Lundgren is Global Head of Fixed Income at Columbia Threadneedle Investments. In this role, Mr. Lundgren is responsible for investment oversight of managed and owned fixed-income portfolios, leading a global team of experienced investment professionals. Prior to his current role, he served as Deputy Global Head of Fixed Income and Head of US Fixed Income. Mr. Lundgren has experience as a sector leader for institutional fixed-income and asset allocation products. In addition, he held positions of responsibility for the development and operation of enhanced equity index products, fixed-income quantitative analysis, mortgage analysis and management of the investment statistical analysis group. Mr. Lundgren joined one of the Columbia Threadneedle Investments legacy firms in 1986 and has been a member of the investment community since then. Mr. Lundgren received a B.A. in political science from Lake Forest College. He is a member of the CFA Society of Minnesota and holds the Chartered Financial Analyst® designation. | ||
| Todd A. White | Portfolio Manager | 2008 | 2010 |
| Biography | Todd White has been Portfolio Manager of the fund since 2008 and is Sector Leader of the liquid and structured assets sector team. White joined RiverSource Investments in 2008. From 2004-2008, he was Managing Director and Global Head of the Asset-Backed and Mortgage-Backed Securities businesses and North American Head of the Interest Rate business at HSBC. From 2000-2004, White was Managing Director and Head of Business for Mortgage Pass-Through and Options at Lehman Brothers. He began his investment career in 1986 after graduating with a B.S. from Indiana University. | ||
| Jason J. Callan | Head | 2008 | 2008 |
| 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 | ||
| Scott R. Kirby | Senior Portfolio Manager | 2002 | 2008 |
| Biography | Scott Kirby is Senior Portfolio Manager at RBC Global Asset Management (U.S.) Inc. since 2012; Manager of Investments from 2010 to 2012. Scott Kirby is a member of the rates research team in our fixed income group and serves as co-portfolio manager for our community investment strategy. Scott joined RBC GAM–US in 2012 and most recently served as manager of investments of a broad-based asset portfolio for a large foundation, supporting its mission to reduce poverty. Previously, he led the structured assets investment team of Ameriprise Financial/Riversource Investments. He earned a BS in finance from University of Minnesota and an MBA in finance from the University of Minnesota, Carlson School of Management. | ||
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