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Morningstar

Columbia Short Duration Bond ETF SBND

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

Morningstar’s Analysis SBND

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Columbia Short Duration Bond ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SBND

More SBND Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 474
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

8.40
4,476,234
Government

Federal National Mortgage Association 2.26087%

3.94
2,097,676
Securitized

Federal National Mortgage Association 1.5%

3.82
2,036,780
Securitized

Dreyfus Trsry Securities Cash Mgmt

1.02
543,977
Cash and Equivalents

Industrial and Commercial Bank of China Ltd. 4.875%

0.84
449,123
Corporate

Oman (Sultanate Of) 5.625%

0.74
396,757
Government

Colombia (Republic of) 4.5%

0.67
358,173
Government

Petroleos Mexicanos 5.35%

0.64
341,990
Corporate

Federal National Mortgage Association 2.5%

0.60
320,841
Securitized

Brazil (Federative Republic)

0.56
297,922
Government