Morningstar

Columbia Diversified Fixed Income Allocation ETF DIAL

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis DIAL

Will DIAL outperform in the 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 DIAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Diversified Fixed Inc Allc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DIAL

More DIAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5.5%

4.47 19M
Securitized

Federal National Mortgage Association 6%

3.64 15M
Securitized

Federal National Mortgage Association 5%

3.20 13M
Securitized

Columbia Short-Term Cash

2.94 12M
Cash and Equivalents

United States Treasury Bills 0%

2.40 10M
Government

United States Treasury Bills 0%

2.37 10M
Government

United States Treasury Bills 0%

2.37 10M
Government

United States Treasury Bills 0%

2.32 10M
Government

United States Treasury Bonds 2.75%

1.26 5M
Government

Federal National Mortgage Association 6.5%

1.09 5M
Securitized

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