Morningstar

Columbia Income Opportunities Fund Class A AIOAX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $8.47  /  −0.35 %
  • Fund Size $648.8M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 6.08%
  • Average Effective Duration 3.15 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis AIOAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Income Opportunities A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings AIOAX

More AIOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

3.00 21M
Cash and Equivalents

Columbia Short Duration High Yield ETF

1.41 10M
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Apld Computeco 2 LLC 6.75%

0.80 6M
Corporate

Ardonagh Finco Ltd. 7.75%

0.75 5M
Corporate

HUB International Ltd. 7.25%

0.67 5M
Corporate

SV RNO Property Owner 1 LLC 5.875%

0.61 4M
Corporate

ZF North America Capital, Inc. 6.875%

0.60 4M
Corporate

Herc Holdings Inc 7.25%

0.57 4M
Corporate

Aretec Escrow Issuer 2 Inc. 10%

0.57 4M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.53 4M
Corporate

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