Columbia Limited Duration Credit’s heavier credit profile has led to a bumpy record and middling volatility-adjusted performances. It supports a Morningstar Analyst Rating of Neutral across most share classes, though its expensive C share class is rated Negative.
Columbia Limited Duration Credit Inst CLDZX
NAV / 1-Day Return
9.60
/
0.22
%
Total Assets
710.5 Mil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Above Average
Longest Manager Tenure
19.15
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
2,000
Status
Open
TTM Yield
1.27%
Effective Duration
2.85
years
Morningstar’s Fund Analysis CLDZX
Will CLDZX 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 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 volatile, pure-corporate approach to the short-term bond category.
