Morningstar

Columbia Select Short Corporate Income Fund Institutional Class CLDZX

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  • NAV / 1-Day Return $9.73  /  +0.41 %
  • Fund Size $431.7M
  • Adjusted Expense Ratio 0.430%
  • Net Expense Ratio 0.440%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 4.25%
  • Average Effective Duration 2.72 yrs
NAV and 1-Day Return as of

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 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

7.55 35M
Cash and Equivalents

JPMorgan Chase & Co. 4.622%

3.36 16M
Corporate

Principal Life Global Funding II 4.95%

3.20 15M
Corporate

United States Treasury Notes 3.5%

3.13 15M
Government

Bacardi Martini B V 5.55%

2.89 13M
Corporate

Goldman Sachs Group, Inc. 4.972%

2.62 12M
Corporate

Bank of America Corp. 1.922%

2.49 12M
Corporate

HSBC Holdings PLC 4.675%

2.32 11M
Corporate

Morgan Stanley 4.809%

2.10 10M
Corporate

Northrop Grumman Corporation 3.2%

1.86 9M
Corporate

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