Morningstar

Columbia Select Short Corporate Income Fund Institutional Class CLDZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.87  /  −0.10 %
  • Total Assets 462.6M
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.450%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 4.13%
  • Effective Duration 2.71 years

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

Morningstar’s Analysis CLDZX

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

  • People Pillar

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

A credit-focused short-term bond strategy.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Columbia Select Short Corporate Income’s rigorous bottom-up research framework makes it a dependable short-term bond offering.

by River Meng
Rated on Published on

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Portfolio Holdings CLDZX

More CLDZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

7.69 37M
Cash and Equivalents

Principal Life Global Funding II 4.95%

3.12 15M
Corporate

United States Treasury Notes 0.875%

3.07 15M
Cash and Equivalents

Bacardi Martini B V 5.55%

2.73 13M
Corporate

Bank of America Corp. 1.922%

2.39 12M
Corporate

Morgan Stanley 4.708%

2.29 11M
Corporate

HSBC Holdings PLC 4.675%

2.19 11M
Corporate

JPMorgan Chase & Co. 4.347%

1.93 9M
Corporate

Citigroup Inc. 4.503%

1.83 9M
Corporate

Northrop Grumman Corporation 3.2%

1.76 9M
Corporate

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