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Morningstar

Columbia Income Opportunities Inst3 CIOYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.60  /  +0.35 %
  • Total Assets 755.3 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 5.65%
  • Effective Duration 3.19 years

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CIOYX

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

  • People Pillar

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

Columbia Income Opportunities Inst3's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIOYX

More CIOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.60 20.5 Mil
Cash and Equivalents

HudBay Minerals Inc 6.125%

0.99 7.8 Mil
Corporate

Tenet Healthcare Corporation 6.25%

0.93 7.3 Mil
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 4.25%

0.86 6.8 Mil
Corporate

Irb Holding Corp 7%

0.85 6.7 Mil
Corporate

HUB International Ltd. 7.25%

0.83 6.6 Mil
Corporate

Uber Technologies Inc 4.5%

0.81 6.4 Mil
Corporate

Clearway Energy Operating LLC 3.75%

0.81 6.4 Mil
Corporate

Clear Channel Outdoor Holdings Inc New 5.125%

0.76 6.0 Mil
Corporate

Constellium SE 3.75%

0.75 5.9 Mil
Corporate