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Morningstar

Columbia Adaptive Retirement 2045 Inst3 CAIHX

Morningstar Analyst Rating
Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 7.91  /  1.02 %
  • Total Assets 1.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.430%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 7.06%
  • Turnover 89%

USD | NAV as of Mar 29, 2023 | 1-Day Return as of Mar 29, 2023, 10:22 PM GMT+0

Morningstar’s Analysis CAIHX

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

People Pillar

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

Summary

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Weakness in Columbia Adaptive Retirement 2045 Inst3's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAIHX

More CAIHX Holdings
  • Current Portfolio Date Feb 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 94.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Solutions Aggressive

62.62
810,913
—

Columbia Solutions Conservative

16.15
209,091
—

Columbia Short-Term Cash

5.56
72,069
Cash and Equivalents

iShares TIPS Bond ETF

4.00
51,768
—

iShares US Real Estate ETF

3.88
50,239
—

Columbia Commodity Strategy Inst3

3.86
49,955
—

Vanguard Mortgage-Backed Secs ETF

2.96
38,309
—

iShares JP Morgan USD Em Mkts Bd ETF

0.98
12,701
—

CURRENCY

0.00
0
Cash and Equivalents