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Columbia Income Opportunities R CIORX

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

Morningstar’s Analysis CIORX

Will CIORX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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