Columbia Limited Duration Credit’s heavier-than-its-peers 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 earns a Negative rating.
Columbia Limited Duration Credit Inst CLDZX
NAV / 1-Day Return
10.38
/
0.19
%
Total Assets
1.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.520%
Expense Ratio
0.520%
Fee Level
Above Average
Longest Manager Tenure
17.71
years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / LimitedMin. Initial Investment
2,000
Status
Open
TTM Yield
1.55%
Effective Duration
2.80
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
