Morningstar

Columbia Oregon Intermediate Municipal Bond Fund Institutional Class CMBFX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $11.40  /  +0.62 %
  • Fund Size $292.0M
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Muni Single State Interm
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 2.69%
  • Average Effective Duration 4.91 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis CMBFX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Oregon Itmt Muncpl Bd 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.

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Portfolio Holdings CMBFX

More CMBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OREGON HEALTH SCIENCES UNIV REV 5%

2.60 8M
municipal

PORTLAND ORE WTR SYS REV 4%

2.52 7M
municipal

TRI-CNTY MET TRANSN DIST ORE REV 5%

2.41 7M
municipal

OREGON HEALTH SCIENCES UNIV REV 5%

1.91 6M
municipal

PORTLAND ORE SWR SYS REV 5%

1.85 5M
municipal

OREGON ST DEPT TRANSN HWY USER TAX REV 5%

1.77 5M
municipal

OREGON ST HSG & CMNTY SVCS DEPT MULTIFAMILY REV 4%

1.76 5M
municipal

PUERTO RICO PUB FIN CORP 6%

1.74 5M
Cash and Equivalents

PORT PORTLAND ORE ARPT REV 4%

1.72 5M
municipal

WASHINGTON CLACKAMAS & YAMHILL CNTYS ORE SCH DIST NO 88J 5%

1.56 5M
municipal

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