CIOCX vs USIBX

Both CIOCX and USIBX are mutual funds. CIOCX has a lower 5-year return than USIBX (3.97% vs 4.59%). CIOCX has a higher expense ratio than USIBX (1.45% vs 0.63%). Below is the comparison between CIOCX and USIBX.

CIOCX USIBX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Corporate Bond Taxable Fixed Income: Corporate Bond
Family Columbia Threadneedle Victory Capital
Net Assets $3.80M $1.88B
Expense Ratio 1.45% 0.63%
Management Style active active
Dividend Yield 1.43% 2.43%
Minimum Investment $2,000.00 $3,000.00
YTD Return -1.96% 0.40%
1-Year Return -1.66% -1.18%
3-Year Return 7.23% 7.06%
5-Year Return 3.97% 4.59%
10-Year Return 4.04% 4.98%

CIOCX description

The Fund seeks total return, consisting primarily of current income and secondarily of capital appreciation. The Fund invests at least 80% of its net assets in debt securities issued by corporate and other non-governmental issuers, including dollar-denominated debt securities issued by foreign companies.

CIOCX performance & returns

YTD Return -1.96%
1-Month Return -2.14%
3-Month Return -1.66%
1-Year Return -1.66%
3-Year Return 7.23%
5-Year Return 3.97%
10-Year Return 4.04%
CIOCX expense ratio is 1.45%.

CIOCX holdings

Top 10 Holdings (42.99% of Total Assets)

Name Symbol % Assets
Ultra 10 Year US Treasury Note Future Dec 20 TNZ0 7.68%
Ultra US Treasury Bond Future Dec 20 UBZ0 6.67%
US Treasury Bond Future Dec 20 ZBZ0 6.08%
5 Year Treasury Note Future Dec 20 ZFZ0 5.39%
2 Year Treasury Note Future Dec 20 ZTZ0 4.40%
Columbia Short-Term Cash N/A 4.25%
JPMorgan Chase & Co. 2.74% N/A 2.36%
Five Corners Funding Trust 4.42% N/A 2.21%
Bank of America Corporation 1.9% N/A 1.99%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% N/A 1.96%

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USIBX description

The Fund seeks high current income without undue risk to principal. The Fund's strategy to achieve this objective is to normally invest at least 80% of the Fund's assets in a broad range of debt securities. The Fund will maintain a dollar-weighted average portfolio maturity between three to 10 years.

USIBX performance & returns

YTD Return 0.40%
1-Month Return -1.37%
3-Month Return -1.18%
1-Year Return -1.18%
3-Year Return 7.06%
5-Year Return 4.59%
10-Year Return 4.98%
USIBX expense ratio is 0.63%.

USIBX holdings

Top 10 Holdings (8.42% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 1.62% N/A 1.40%
United States Treasury Bonds 3.38% N/A 1.12%
Us Long Bond Fut Dec 20 N/A 1.02%
United States Treasury Bonds 2.5% N/A 0.95%
United States Treasury Notes 2.38% N/A 0.84%
United States Treasury Bonds 1.25% N/A 0.83%
Federal Home Loan Mortgage Corporation 2.6% N/A 0.58%
Us 2yr Note Fut Dec20 N/A 0.57%
Federal National Mortgage Association 3.5% N/A 0.57%
Us 10yr Note Fut Dec20 N/A 0.54%

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