Skip to Content
Morningstar

Columbia High Yield Bond Inst CHYZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.59  /  +0.02 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • 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 5.72%
  • Effective Duration 3.04 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 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.

The current manager duo still has more to prove.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Columbia High Yield Bond’s thorough, research-based approach has delivered over the long haul, but the current management duo still needs to prove they can leverage it efficiently.

by Thomas Murphy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CHYZX

More CHYZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

4.10 54.4 Mil
Cash and Equivalents

Cengage Learning Hldgs Ii Inc 10.40548%

1.18 15.6 Mil
Corporate

TransDigm, Inc. 6.25%

1.07 14.2 Mil
Corporate

HudBay Minerals Inc 6.125%

0.98 13.1 Mil
Corporate

DISH Network Corporation 3.375%

0.96 12.8 Mil
Corporate

Uber Technologies Inc 4.5%

0.92 12.2 Mil
Corporate

AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5%

0.89 11.8 Mil
Corporate

Clearway Energy Operating LLC 3.75%

0.83 11.0 Mil
Corporate

CSC Holdings, LLC 3.375%

0.81 10.8 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.78 10.4 Mil
Corporate