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Columbia Limited Duration Credit A ALDAX

Analyst rating as of
NAV / 1-Day Return
9.26  /  0.32 %
Total Assets
663.0 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Above Average
Longest Manager Tenure
19.28 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.15%
Effective Duration
2.85 years

Morningstar’s Fund Analysis ALDAX

Will ALDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A volatile, pure-corporate approach to the short-term bond category.

Senior Analyst

Summary

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Columbia Limited Duration Credit’s heavier credit profile has led to a bumpy record and middling volatility-adjusted performances. It supports a Morningstar Analyst Rating of Neutral across most share classes, though its expensive C share class is rated Negative.

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