Morningstar

Columbia Strategic California Municipal Income Fund Class A CLMPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $25.35  /  +0.24 %
  • Fund Size $282.9M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Muni California Long
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 3.80%
  • Average Effective Duration 9.17 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CLMPX

Will CLMPX 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 CLMPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLMPX 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 CLMPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Strat CA Muncpl Inc A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLMPX

More CLMPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV

2.42 7M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV

1.73 5M
municipal

INLAND VY DEV AGY CALIF SUCCESSOR AGY TAX ALLOC

1.67 5M
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV

1.57 5M
municipal

EAST CNTY ADVANCED WTR PURIFICATION JT PWRS AUTH CALIF REV

1.48 5M
municipal

CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV

1.46 4M
municipal

MANTECA CALIF UNI SCH DIST

1.44 4M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV

1.38 4M
municipal

CALIFORNIA MUN FIN AUTH REV

1.35 4M
municipal

CERRITOS CALIF CMNTY COLLEGE DIST

1.32 4M
municipal

Sponsor Center