The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Columbia Strategic Municipal Inc Inst 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.
- NAV / 1-Day Return 14.69 / 0.01 %
- Total Assets 1.7 Bil
Adj. Expense Ratio
- Expense Ratio 0.520%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Muni National Long
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 3.23%
- Effective Duration 8.71 years
Morningstar’s Analysis CATZX
Will CATZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.