Morningstar

Columbia Income Opportunities Fund Class S CIODX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 8.83  /  0.00
  • Total Assets 689.7M
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.06%
  • Effective Duration 3.08 years

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CIODX

Will CIODX outperform in the 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 CIODX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Income Opportunities S holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CIODX

More CIODX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

2.64 19M
Cash and Equivalents

Columbia Short Duration High Yield ETF

1.37 10M
—

SV RNO Property Owner 1 LLC 5.875%

0.67 5M
Corporate

HUB International Ltd. 7.25%

0.66 5M
Corporate

HudBay Minerals Inc 6.125%

0.62 4M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

0.61 4M
Corporate

TransDigm, Inc. 6.625%

0.56 4M
Corporate

Herc Holdings Inc 7.25%

0.55 4M
Corporate

DISH Network Corporation 11.75%

0.55 4M
Corporate

EchoStar Corp. 10.75%

0.55 4M
Corporate

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