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Morningstar

Columbia Bond V CNDTX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.73  /  0.70 %
  • Total Assets 922.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 2.76%
  • Effective Duration 7.15 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CNDTX

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

People Pillar

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

This mortgage-focused fund got pummeled in 2022.

Senior Analyst

Summary

| by Peter Marchese

Columbia Bond benefits from a veteran team of managers who implement a sensible relative value process with a focus on various types of mortgage-backed securities. The strategy earns a Morningstar Analyst Rating of Neutral on its cheapest share classes, while its more expensive share class is rated Negative.

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