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Morningstar

Columbia Bond R CBFRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CBFRX

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

  • People Pillar

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

A mortgage-heavy core offering.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

Veteran managers and a robust investment team distinguish Columbia Total Return Bond, though its mortgage-heavy portfolio is often more volatile than peers'.

by Brian Moriarty
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