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Morningstar

Columbia Total Return Bond R CIBRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 30.74  /  0.24 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.43%
  • Effective Duration 7.53 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis CIBRX

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

People Pillar

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

This mortgage-focused fund got pummeled in 2022.

Senior Analyst

Summary

| by Peter Marchese

Columbia Total Return Bond benefits from a veteran team of managers that implements a sensible relative value process with a focus on various types of mortgage-backed securities. The strategy earns a Morningstar Analyst Rating of Bronze on its cheapest share classes, while its more expensive share classes earn Neutral ratings.

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