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Morningstar

Columbia Strategic Income C CLSCX

Morningstar Medalist Rating
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

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 10:25 PM GMT+0

Morningstar’s Analysis CLSCX

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.

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.‎

by Eric Jacobson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLSCX

More CLSCX Holdings
  • 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