Morningstar

Columbia Minnesota Tax-Exempt Fund Institutional 2 Class CADOX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $18.64  /  +1.14 %
  • Fund Size $441.9M
  • Adjusted Expense Ratio 0.560%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Muni Minnesota
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.63%
  • Average Effective Duration 7.89 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CADOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Minnesota Tax-Exempt Inst2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CADOX

More CADOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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BRAINERD MINN INDPT SCH DIST NO 181 4%

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STILLWATER MINN INDPT SCH DIST NO 834 4%

1.44 7M
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