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Morningstar

Columbia Income Opportunities R CIORX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.45  /  0.35 %
  • Total Assets 719.6 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.51%
  • Effective Duration 4.17 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 CIORX

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

People Pillar

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

Summary

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Columbia Income Opportunities R's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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