The seasoned and stable team running Columbia Strategic Income executes a fundamentally driven process paired with robust portfolio risk management, and has delivered strong returns to investors over the long term. We are maintaining the strategy's People and Process Pillar ratings at Above Average, and all of its share classes carry Morningstar Analyst Ratings of either Silver or Bronze.
Columbia Strategic Income C CLSCX
NAV / 1-Day Return
21.63
/
0.23
%
Total Assets
5.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.670%
Expense Ratio
1.670%
Fee Level
Below Average
Longest Manager Tenure
12.08
years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
2,000
Status
Open
TTM Yield
2.26%
Effective Duration
4.66
years
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CLSCX outperform in 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 CLSCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CLSCX 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 CLSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A cargo ship full of credit risk that has stayed afloat.
