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Columbia Limited Duration Credit Inst CLDZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 9.68  /  0.15 %
  • Total Assets 528.0 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 3.22%
  • Effective Duration 2.57 years

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 0
  • Bond Holdings 77
  • Other Holdings 8
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp. 3.419%

4.88
26,736,733
Corporate

Peachtree Corners Funding Trust 3.976%

4.60
25,196,593
Corporate

Columbia Short-Term Cash

4.13
22,601,149
Cash and Equivalents

JPMorgan Chase & Co. 2.739%

3.75
20,510,098
Corporate

Bacardi Ltd. 4.7%

3.61
19,757,587
Corporate

Principal Life Global Funding II 2.25%

3.25
17,771,507
Corporate

United States Treasury Notes 2.875%

2.95
16,173,031
Government

Wells Fargo & Co. 6.303%

2.85
15,609,932
Corporate

Centene Corporation 2.45%

2.73
14,958,378
Corporate

Morgan Stanley 2.475%

2.23
12,227,411
Corporate