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Columbia High Yield Municipal Fund Institutional Class (SRHMX)
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8.96
+0.04
+0.45%
- Morningstar Rating:
- Total Assets: 215M
Columbia High Yield Muni Z
8.96
+0.04
+0.45%
- Overview
- Profile
- Historical Data
- Holdings
Columbia High Yield Municipal Fund Institutional Class Overview
On this page you'll find an in-depth profile of Columbia High Yield Municipal Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of SRHMX among other information.
Investment Strategy
The investment seeks total return, consisting of current income exempt from federal income tax and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high yield securities. These securities generally include medium grade or below investment grade debt securities or unrated debt securities determined to be of comparable quality, but also may include other securities believed to have the potential for relatively high yield. It may invest in bonds of any 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 |
|---|---|---|---|
| Douglas J. White | Senior Portfolio Manager | 2018 | Now |
| Biography | Mr. White joined Columbia Management Investment Advisers, LLC in 2018 as a senior portfolio manager. Prior to joining Columbia, Mr. White was a portfolio manager at Nuveen Asset Management, LLC (Nuveen Asset Management) since 2011 in connection with Nuveen Asset Management’s acquisition of a portion of the asset management business of FAF Advisors, Inc. Mr. White began his investment career in 1983 and earned a B.A. from Carleton College and an M.B.A. from the University of Minnesota, Carlson School of Management. | ||
| Catherine M. Stienstra | Senior Portfolio Manager | 2016 | Now |
| Biography | Director and Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC; associated with the Columbia Management Investment Advisers, LLC as an investment professional since 2007. Sector Leader of the Adviser’s Municipal Bond Team from 2007 to 2010. Prior to 2007, Ms. Stienstra was employed by FAF Advisors, Inc. (formerly USBancorp Asset Management) from 1998 to 2007, where she was a Director and Senior Portfolio Manager. Ms. Stienstra began her investment career in 1988 and earned a B.A. from the University of Nebraska. | ||
| Chad H. Farrington | Portfolio Manager | 2009 | 2018 |
| Biography | Portfolio Manager for Municipal Bonds - Joined DWS in 2018 with 20 years of industry experience; previously, worked as Portfolio Manager, Head of Municipal Research, and Senior Credit Analyst at Columbia Threadneedle - BS, Montana State University | ||
| Maureen Newman | Director | 1998 | 2009 |
| Biography | Newman has investment management experience since 1985. He has been in Columbia Management associated since May 1996 and serviced since April 2007. | ||
| M. Jane McCart | Senior Vice President | 1995 | 1998 |
| Biography | McCart is senior vice president and portfolio manager with Northern Trust Company, her employer since 1998. Previously, she was senior vice president and portfolio manager with Stein Roe & Farnham from 1983 to 1998. Prior to that, she spent nine and a half years as an assistant investment officer at the National Bank of Detroit. | ||
| James S. Grabovac | Vice President | 1991 | 1995 |
| Biography | Mr. Grabovac is Vice President and Investment Strategist. He has thirty-seven years of investment industry experience. Mr. Grabovac is charged with executing tax-exempt and crossover investment strategies for the Company's client portfolios. Specifically, his responsibilities focus on institutional client portfolios and sub-advised mutual fund portfolio management. From 1998 to 2002, Mr. Grabovac was an independent futures trader, and from 1995 to 1998 he managed tax-exempt mutual funds at INVESCO Funds Group in Denver. Prior to that, Mr. Grabovac was employed by Stein Roe and Farnham in Chicago where he managed a high yield municipal bond fund. In addition to managing mutual funds, he has also worked extensively with insurance company clients. Mr. Grabovac received his B.A. degree in Economics from Lawrence University and his M.B.A. in Finance from the University of Michigan. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Thomas J. Conlin | Portfolio Manager | 1987 | 1991 |
| Biography | Conlin is a portfolio manager with Heartland Advisors, his employer since 1996. Previously, he was managing director of the municipal fixed income department at Strong Capital Management. Prior to joining Strong in 1991, he was with Stein Roe & Farnham in Chicago for 14 years, where he served as both portfolio manager and director of municipal research. Conlin holds the Chartered Financial Analyst and a Chartered Investment Counselor designations. | ||
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