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Columbia Limited Duration Credit A ALDAX

Analyst rating as of
NAV / 1-Day Return
10.35  /  0.09 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Above Average
Longest Manager Tenure
18.32 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.84%
Effective Duration
2.87 years
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Morningstar’s Analysis

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-than-its-peers 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 earns a Negative rating.

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