Advertisement
Skip to Content

Columbia Strategic Municipal Inc Inst CATZX

Quantitative rating as of
  • NAV / 1-Day Return 14.69  /  0.01 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.530%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor