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Morningstar

Columbia Corporate Income Adv CIFRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.96  /  +0.22 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 4.33%
  • Effective Duration 6.46 years

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 PM GMT+0

Morningstar’s Analysis CIFRX

Will CIFRX 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 CIFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIFRX 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 CIFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Robust credit research has paid off here.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

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.

by Max Curtin
Rated on Published on

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Portfolio Holdings CIFRX

More CIFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.23 70.9 Mil
Cash and Equivalents

Verizon Communications Inc. 2.55%

1.81 30.4 Mil
Corporate

Wells Fargo & Co. 5.557%

1.75 29.4 Mil
Corporate

UnitedHealth Group Inc. 5%

1.74 29.2 Mil
Corporate

Bank of America Corp. 1.922%

1.70 28.6 Mil
Corporate

NiSource Inc. 1.7%

1.68 28.2 Mil
Corporate

United States Treasury Bonds 4.375%

1.51 25.4 Mil
Government

BP Capital Markets America, Inc. 4.989%

1.48 24.8 Mil
Corporate

Carrier Global Corporation 2.722%

1.46 24.4 Mil
Corporate

BAE Systems PLC 1.9%

1.45 24.4 Mil
Corporate