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Morningstar

Columbia Short Term Bond Adv CMDRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.63  /  +0.12 %
  • Total Assets 893.2 Mil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 4.11%
  • Effective Duration 1.95 years

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CMDRX

Will CMDRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Columbia Short Term Bond Adv earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CMDRX

More CMDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.30 37.6 Mil
Cash and Equivalents

Wells Fargo Commercial Mortgage Trust 6.37233%

1.74 15.2 Mil
Securitized

SPGN 2022-TFLM MORTGAGE TRUST 6.87533%

1.59 13.9 Mil
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.37 12.0 Mil
Securitized

BARINGS CLO LTD. 2018-IV 7.2756%

1.25 11.0 Mil
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.25 10.9 Mil
Securitized

WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2021-2 1.23%

1.21 10.6 Mil
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.17 10.3 Mil
Securitized

PAGAYA AI DEBT TRUST 2024-2 6.319%

1.17 10.2 Mil
Securitized

RR 3 Ltd. 6.9756%

1.16 10.1 Mil
Securitized