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Columbia Limited Duration Credit Inst CLDZX

Analyst rating as of
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 / Limited
Min. 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.

A volatile, pure-corporate approach to the short-term bond category.

Senior Analyst

Summary

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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.

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