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Columbia Limited Duration Credit Inst CLDZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.70  /  +0.11 %
  • Total Assets 528.2 Mil
  • Adj. Expense Ratio
    0.450%
  • 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 3.33%
  • Effective Duration 2.57 years

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CLDZX

Will CLDZX outperform in future?

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

Robust credit research has paid off here.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Increased confidence in the breadth and depth of Columbia Limited Duration Credit's bottom-up research capabilities warrants People and Process upgrades to Above Average from Average.

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Portfolio Holdings CLDZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 3.419%

4.88 26.7 Mil
Corporate

Peachtree Corners Funding Trust 3.976%

4.60 25.2 Mil
Corporate

Columbia Short-Term Cash

4.13 22.6 Mil
Cash and Equivalents

JPMorgan Chase & Co. 2.739%

3.75 20.5 Mil
Corporate

Bacardi Ltd. 4.7%

3.61 19.8 Mil
Corporate

Principal Life Global Funding II 2.25%

3.25 17.8 Mil
Corporate

United States Treasury Notes 2.875%

2.95 16.2 Mil
Government

Wells Fargo & Co. 6.303%

2.85 15.6 Mil
Corporate

Centene Corporation 2.45%

2.73 15.0 Mil
Corporate

Morgan Stanley 2.475%

2.23 12.2 Mil
Corporate