Morningstar

Columbia Mortgage Opportunities Fund Institutional Class CLMZX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $8.08  /  0.00
  • Fund Size $2.4B
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Securitized Bond - Diversified
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 5.51%
  • Average Effective Duration 4.53 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CLMZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Mortgage Opportunities Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CLMZX

More CLMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

9.94 482M
Securitized

Federal National Mortgage Association 4.5%

9.61 466M
Securitized

Federal National Mortgage Association 4%

8.51 413M
Securitized

Federal National Mortgage Association 5%

8.09 392M
Securitized

Government National Mortgage Association 4.5%

4.78 232M
Securitized

Columbia Short-Term Cash

4.32 210M
Cash and Equivalents

Federal National Mortgage Association 3.5%

2.83 137M
Securitized

ICE: (CDX.NA.HY.46.V1)

2.71 131M
Derivative

Federal National Mortgage Association 5.5%

1.24 60M
Securitized

CDS: (CMBX.NA.18.BBB-)

1.04 50M
Derivative

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