Increased confidence in the breadth and depth of Columbia Corporate Income’s bottom-up research capabilities warrants People and Process upgrades to Above Average from Average.
Columbia Corporate Income Inst SRINX
- NAV / 1-Day Return 9.08 / +0.05 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.620%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Corporate Bond
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 4.17%
- Effective Duration 6.50 years
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0
Morningstar’s Analysis SRINX
Will SRINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Short-Term Cash | 2.96 | 52.2 Mil | Cash and Equivalents |
Wells Fargo & Co. 5.557% | 1.89 | 33.4 Mil | Corporate |
Verizon Communications Inc. 2.55% | 1.76 | 30.9 Mil | Corporate |
NiSource Inc. 1.7% | 1.64 | 28.8 Mil | Corporate |
Bank of America Corp. 1.922% | 1.61 | 28.3 Mil | Corporate |
United States Treasury Bonds 4.375% | 1.51 | 26.5 Mil | Government |
Carrier Global Corporation 2.722% | 1.41 | 24.9 Mil | Corporate |
BAE Systems PLC 1.9% | 1.41 | 24.8 Mil | Corporate |
Amgen Inc. 5.75% | 1.35 | 23.8 Mil | Corporate |
Goldman Sachs Group, Inc. 2.383% | 1.31 | 23.0 Mil | Corporate |