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Columbia Short Term Bond Inst NSTMX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.64  /  +0.11 %
  • Total Assets 847.7 Mil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 4.05%
  • Effective Duration 1.95 years

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NSTMX

Will NSTMX outperform in future?

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

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings NSTMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.11 24.9 Mil
Cash and Equivalents

Wells Fargo Commercial Mortgage Trust 6.40881%

1.88 15.0 Mil
Securitized

SPGN 2022-TFLM MORTGAGE TRUST 6.91181%

1.72 13.7 Mil
Securitized

DEEPHAVEN RESIDENTIAL MORTGAGE TRUST 2022-1 2.205%

1.54 12.3 Mil
Securitized

BARINGS CLO LTD. 2018-IV 7.35548%

1.37 11.0 Mil
Securitized

ONEMAIN FINANCIAL ISSUANCE TRUST 2022-2 4.89%

1.36 10.9 Mil
Securitized

WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2021-2 1.23%

1.31 10.5 Mil
Securitized

PRKCM 2021-AFC2 TRUST 2.071%

1.27 10.2 Mil
Securitized

CSMC 2022-JR1 Trust 4.267%

1.27 10.1 Mil
Securitized

RR 3 Ltd. 7.05548%

1.26 10.1 Mil
Securitized