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Columbia Strategic Income C CLSCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.04  /  0.53 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.680%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.61%
  • Effective Duration 4.82 years

Morningstar’s Analysis CLSCX

Will CLSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund's go-anywhere style has generally served it well.

Director Eric Jacobson

Eric Jacobson

Director

Summary

Columbia Strategic Income has successfully used aggressive tools and much of the investment range at ‎its disposal. Its various share classes carry Morningstar Analyst Ratings of Silver and Bronze, depending on fees.‎

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Portfolio Holdings CLSCX

  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 8
  • Bond Holdings 1048
  • Other Holdings 37
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 5%

6.40
393,950,781
Securitized

Federal National Mortgage Association 4%

5.61
345,264,035
Securitized

Federal National Mortgage Association 4.5%

5.57
342,928,534
Securitized

Columbia Short-Term Cash

3.25
200,076,265
Cash and Equivalents

Cash Offset

2.90
178,398,761

Federal National Mortgage Association 3.5%

1.93
118,934,999
Securitized

Fnma Pass-Thru I 3.5%

1.41
86,586,044
Securitized

Pnmac Gsmr Issuer Trust 7.49529%

1.38
84,699,839
Securitized

Fnma Pass-Thru I 3.5%

1.11
68,182,935
Securitized

Amgen Inc. 5.75%

1.02
62,531,223
Corporate