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Morningstar

Columbia Corporate Income C CIOCX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.11  /  0.86 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.420%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.49%
  • Effective Duration 6.10 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CIOCX

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

People Pillar

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

Concentration concerns.

Senior Analyst

Summary

| by Peter Marchese

Columbia Corporate Income benefits from an experienced team and a well-structured process, but its substantial industry concentrations have led to a bumpy record. It earns a Morningstar Analyst Rating of Neutral across most share classes, though its expensive C share class is rated Negative.

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