Columbia AMT-Free Intermediate Muni Bond Fund
Data updated: 2026-09-28
C000029391 — Columbia AMT-Free Intermediate Muni Bond Fund. Long Municipal - National Bond · $1.48B AUM. Holdings, fees, performance and SEC filings.
C000029391 Fund Overview
Columbia AMT-Free Intermediate Muni Bond Fund is a US mutual fund managed by Columbia Funds Series Trust I, categorised as Long Municipal - National Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Columbia Funds Series Trust I
- Category: Long Municipal - National Bond
- Assets under management: $1.48B
- 1-year return: 3.9%
- SEC CIK: 0000773757
- SEC series ID: S000010623
- Share class ID: C000029391
C000029391 Investment Objective and Strategy
Columbia AMT-Free Intermediate Muni Bond Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Columbia Funds Series Trust I.
Investment objective
Columbia AMT-Free Intermediate Muni Bond Fund (the Fund) seeks current income exempt from federal income tax, consistent with preservation of principal.
Principal investment strategy
Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal securities that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax (AMT)). These securities are issued by or on behalf of states and their political subdivisions, agencies, authorities and instrumentalities, by other qualified issuers and by funds that invest in such securities. Qualified issuers include issuers located in U.S. territories, commonwealths and possessions, such as Guam, Puerto Rico and the U.S. Virgin Islands. The Fund may invest up to 20% of its net assets in securities that pay interest subject to taxation. The Fund will not invest in securities that pay interest subject to the federal AMT.
The Fund normally invests at least 80% of its total assets in municipal securities that, at the time of purchase, are rated investment grade or are unrated but determined to be of comparable quality. The Fund may invest up to 10% of its total 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). While the Fund may invest in securities of any maturity, under normal circumstances, the Funds dollar-weighted average maturity will be between three and ten years.
C000029391 Holdings
Top 10 holdings of Columbia AMT-Free Intermediate Muni Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Rancho Santiago Community College District | 1.60% |
| Main Street Natural Gas Inc | 0.98% |
| San Francisco City & County Airport Comm-San Francisco International Airport | 0.92% |
| California Community Choice Financing Authority | 0.83% |
| Omaha Public Power District | 0.76% |
| Houston Higher Education Finance Corp | 0.75% |
| Southeast Energy Authority A Cooperative District | 0.71% |
| Commonwealth of Massachusetts | 0.69% |
| City of Chicago IL | 0.68% |
| Vermont Educational & Health Buildings Financing Agency | 0.67% |
C000029391 Portfolio Allocation
Asset-class allocation of Columbia AMT-Free Intermediate Muni Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Fixed Income | 99.5% |
| Equity | 0.3% |
C000029391 Performance
Total returns for C000029391 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 3.9% |
| 3 years (annualised) | -0.8% |
C000029391 Risk Information
Risk metrics for C000029391, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 5.7%
C000029391 Costs and Fees
C000029391 costs about $56 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.56%
- Gross expense ratio: 0.77%
- Portfolio turnover: 16%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
C000029391 Cashflows
Over the 12 months to 2026-07, Columbia AMT-Free Intermediate Muni Bond Fund had net outflows of $32.50M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-07 | $1.85M |
| 2026-06 | $1.47M |
| 2026-05 | −$2.38M |
| 2026-04 | −$2.21M |
| 2026-03 | −$2.29M |
| 2026-02 | −$7.87M |
C000029391 Debt Constituents
Largest debt holdings of Columbia AMT-Free Intermediate Muni Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| Rancho Santiago Community College District | 1.60% |
| Main Street Natural Gas Inc | 0.98% |
| San Francisco City & County Airport Comm-San Francisco International Airport | 0.92% |
| California Community Choice Financing Authority | 0.83% |
| Omaha Public Power District | 0.76% |
| Houston Higher Education Finance Corp | 0.75% |
| Southeast Energy Authority A Cooperative District | 0.71% |
| Commonwealth of Massachusetts | 0.69% |
| City of Chicago IL | 0.68% |
| Vermont Educational & Health Buildings Financing Agency | 0.67% |
C000029391 Prospectus and SEC Filings
Official Columbia AMT-Free Intermediate Muni Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-02-26
- Prospectus (485BPOS) — filed 2025-02-26
- Prospectus (485BPOS) — filed 2024-06-27
- Portfolio holdings (N-PORT) — filed 2026-09-28
- Portfolio holdings (N-PORT) — filed 2026-06-25
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2026-01-09
- Annual census (N-CEN) — filed 2025-01-10
Related Funds
Other Long Municipal - National Bond funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.