Morningstar

Columbia Oregon Intermediate Municipal Bond Fund Class A COEAX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.73  /  0.00
  • Total Assets 292.7M
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.24%
  • Effective Duration 4.96 years

USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0

Morningstar’s Analysis COEAX

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

  • People Pillar

    The People Pillar is our evaluation of the COEAX 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 COEAX’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 A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings COEAX

More COEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OREGON HEALTH SCIENCES UNIV REV 5%

2.61 8M
municipal

PORTLAND ORE WTR SYS REV 4%

2.53 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%

1.89 6M
municipal

OREGON ST DEPT TRANSN HWY USER TAX REV 5%

1.82 5M
municipal

OREGON ST HSG & CMNTY SVCS DEPT MULTIFAMILY REV 4%

1.77 5M
municipal

PUERTO RICO PUB FIN CORP 6%

1.75 5M
municipal

PORT PORTLAND ORE ARPT REV 4%

1.70 5M
municipal

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

1.60 5M
municipal

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