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Morningstar

Columbia High Yield Bond Inst CHYZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.36  /  0.56 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.64%
  • Effective Duration 3.54 years

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:25 PM GMT+0

Morningstar’s Analysis CHYZX

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

People Pillar

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

A still fairly brief tenure as lead.

Senior Analyst Peter Marchese

Peter Marchese

Senior Analyst

Summary

A still fairly brief tenure for Columbia High Yield Bond's lead manager earns the strategy a Morningstar Analyst Rating of Neutral across most share classes, while its expensive C share class is rated Negative.

by Peter Marchese
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CHYZX

More CHYZX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 384
  • Other Holdings 4
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.61
33,913,612
Cash and Equivalents

Cengage Learning Inc Tlb 4.75

1.18
15,381,132
Corporate

NextEra Energy Operating Partners LP 4.5%

1.11
14,363,223
Corporate

TransDigm, Inc. 6.25%

1.09
14,156,055
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

1.09
14,128,373
Corporate

DISH Network Corporation 3.375%

0.95
12,280,653
Corporate

HudBay Minerals Inc 6.125%

0.94
12,252,816
Corporate

Constellium SE 3.75%

0.94
12,214,267
Corporate

Uber Technologies Inc 4.5%

0.91
11,762,035
Corporate

FAGE International S.A./FAGE USA Dairy Industry Inc. 5.625%

0.88
11,372,610
Corporate